Reid Hospital & Health Care Services 403(B) Defined Contribution Plan — Form 5500 plan (Reid Hospital & Health Care Services, Inc.)
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, Reid Hospital & Health Care Services 403(B) Defined Contribution Plan is a benefit plan reported by Reid Hospital & Health Care Services, Inc. under EIN 35-0892672 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,963 participants and $185,528,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reid Hospital & Health Care Services, Inc.
- EIN
- 35-0892672
- Plan number
- 003
- Plan type
- 2
- Location
- Richmond, IN
- Latest filing year
- 2023
- Participants
- 4,963
- End-of-year plan assets
- $185,528,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,963 | H, C | 20241001100747NAL0006909057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $185,528,254
- Total liabilities (EOY)
- $87,204
- Net assets (EOY)
- $185,441,050
- Net assets (BOY)
- $151,590,101
Income & contributions
- Employer contributions
- $8,073,246
- Participant contributions
- $12,189,499
- Total contributions
- $20,748,172
- Total income / additions
- $49,755,008
Expenses & distributions
- Benefits paid
- $15,282,008
- Administrative expenses
- $518,681
- Total expenses
- $15,904,059
- Net increase / (decrease)
- $33,850,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nyhart | NONE | $244,564 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Management | NONE | $177,211 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $40,372 | not reported in the loaded dataset | 2023 |
| Allworth Financial Management | NONE | $29,339 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $27,195 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reid Hospital & Health Care Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Richmond, IN
- Nyhart — Schedule C compensation
- Morgan Stanley Wealth Management — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Allworth Financial Management — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation