Fulton County Health Center Employees' Pension Plan — Form 5500 plan (Fulton County Health Center)
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, Fulton County Health Center Employees' Pension Plan is a benefit plan reported by Fulton County Health Center under EIN 34-4428214 and plan number 004. The latest loaded filing year is 2023. The filing reports 709 participants and $33,868,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fulton County Health Center
- EIN
- 34-4428214
- Plan number
- 004
- Plan type
- 2
- Location
- Wauseon, OH
- Latest filing year
- 2023
- Participants
- 709
- End-of-year plan assets
- $33,868,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 709 | H, C | 20240903082428NAL0038557586001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,868,777
- Net assets (EOY)
- $33,868,777
- Net assets (BOY)
- $30,026,946
Income & contributions
- Employer contributions
- $1,433,104
- Total contributions
- $1,433,104
- Total income / additions
- $6,618,775
Expenses & distributions
- Benefits paid
- $2,633,243
- Administrative expenses
- $143,701
- Total expenses
- $2,776,944
- Net increase / (decrease)
- $3,841,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Asset Advisory Services LLC | INVESTMENT ADVISOR | $78,893 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $64,807 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fulton County Health Center
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Wauseon, OH
- Capital Asset Advisory Services LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation