Mary Rutan Health Association Of Logan County Tax Deferred Annuity Plan — Form 5500 plan (Mary Rutan Health Association Of Logan County)
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, Mary Rutan Health Association Of Logan County Tax Deferred Annuity Plan is a benefit plan reported by Mary Rutan Health Association Of Logan County under EIN 34-6544675 and plan number 008. The latest loaded filing year is 2023. The filing reports 881 participants and $32,853,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mary Rutan Health Association Of Logan County
- EIN
- 34-6544675
- Plan number
- 008
- Plan type
- 2
- Location
- Bellefontaine, OH
- Latest filing year
- 2023
- Participants
- 881
- End-of-year plan assets
- $32,853,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 881 | H, C | 20240919150154NAL0006092433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,853,318
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,853,318
- Net assets (BOY)
- $33,279,323
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,547,359
- Total contributions
- $2,579,006
- Total income / additions
- $6,561,915
Expenses & distributions
- Benefits paid
- $6,985,063
- Administrative expenses
- $2,857
- Total expenses
- $6,987,920
- Net increase / (decrease)
- -$426,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $2,857 | $24,373 | 2023 |
| Global Retirement Partners | NONE | $0 | $2,343 | 2023 |