Ohio County Hospital Tax Deferred Annuity Retirement Plan — Form 5500 plan (Ohio County Hospital)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ohio County Hospital Tax Deferred Annuity Retirement Plan is a benefit plan reported by Ohio County Hospital under EIN 31-1131099 and plan number 001. The latest loaded filing year is 2023. The filing reports 646 participants and $17,213,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio County Hospital
- EIN
- 31-1131099
- Plan number
- 001
- Plan type
- 2
- Location
- Hartford, KY
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $17,213,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20241008122704NAL0028536096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,213,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,213,125
- Net assets (BOY)
- $13,885,429
Income & contributions
- Employer contributions
- $341,049
- Participant contributions
- $1,488,511
- Total contributions
- $1,857,546
- Total income / additions
- $4,270,413
Expenses & distributions
- Benefits paid
- $892,089
- Administrative expenses
- $47,479
- Total expenses
- $942,717
- Net increase / (decrease)
- $3,327,696
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,479 | $0 | 2023 |
| Money Concepts Capital Corp | OTHER SERVICES | $0 | $30,963 | 2023 |