Medcentral Health System Employees' Retirement Plan — Form 5500 plan (Medcentral Health System)

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, Medcentral Health System Employees' Retirement Plan is a benefit plan reported by Medcentral Health System under EIN 34-0714456 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,250 participants and $103,161,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medcentral Health System
EIN
34-0714456
Plan number
007
Plan type
2
Location
Mansfield, OH
Latest filing year
2023
Participants
1,250
End-of-year plan assets
$103,161,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,250H, C20241008153739NAL0016956225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$103,161,622
Total liabilities (EOY)
$0
Net assets (EOY)
$103,161,622
Net assets (BOY)
$104,343,242

Income & contributions

Total contributions
$0
Total income / additions
$10,860,504

Expenses & distributions

Benefits paid
$12,040,747
Administrative expenses
$1,377
Total expenses
$12,042,124
Net increase / (decrease)
-$1,181,620

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$5,666$02023
Strategic AdvisorsINV ADV$3,832not reported in the loaded dataset2023
Fid Inv Instl Ops CoRECORDKEEPER-$8,759not reported in the loaded dataset2023

Related Form 5500 pages