Echo Community Health Care 403(B) Plan — Form 5500 plan (Echo Community Health Care)
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, Echo Community Health Care 403(B) Plan is a benefit plan reported by Echo Community Health Care under EIN 35-1791786 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $8,013,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Echo Community Health Care
- EIN
- 35-1791786
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $8,013,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20240729144927NAL0012623075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,013,270
- Total liabilities (EOY)
- $2,664
- Net assets (EOY)
- $8,010,606
- Net assets (BOY)
- $6,360,747
Income & contributions
- Employer contributions
- $177,181
- Participant contributions
- $710,827
- Total contributions
- $888,008
- Total income / additions
- $2,205,428
Expenses & distributions
- Benefits paid
- $525,043
- Administrative expenses
- $30,526
- Total expenses
- $555,569
- Net increase / (decrease)
- $1,649,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates | INVESTMENT ADVISOR | $26,719 | not reported in the loaded dataset | 2023 |
| Innovative Pension Consulting | CONTRACT ADMIN | $2,933 | not reported in the loaded dataset | 2023 |
| Capital Group Ret. Plan Services | RECORDKEEPER | $1,674 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Echo Community Health Care
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Raymond James & Associates — Schedule C compensation
- Innovative Pension Consulting — Schedule C compensation
- Capital Group Ret. Plan Services — Schedule C compensation