Plan5500

Southwest Retirement And Cash Balance Plan — Form 5500 plan (Southwest Community 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, Southwest Retirement And Cash Balance Plan is a benefit plan reported by Southwest Community Health System under EIN 34-1455141 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,750 participants and $106,060,938 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwest Community Health System
EIN
34-1455141
Plan number
001
Plan type
2
Location
Middleburg Heights, OH
Latest filing year
2023
Participants
1,750
End-of-year plan assets
$106,060,938

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,750H, C20241009092416NAL0009068611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,060,938
Total liabilities (EOY)
$0
Net assets (EOY)
$106,060,938
Net assets (BOY)
$100,072,628

Income & contributions

Total contributions
$0
Total income / additions
$11,644,802

Expenses & distributions

Benefits paid
$4,762,912
Administrative expenses
$893,580
Total expenses
$5,656,492
Net increase / (decrease)
$5,988,310

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Bank Of Ny MellonNONE KNOWN$394,970$02023
Ancora Advisors LLCNONE KNOWN$6,182not reported in the loaded dataset2023

Related Form 5500 pages