New Liberty Hospital Corporation Retirement Income Plan — Form 5500 plan (New Liberty Hospital Corporation)
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, New Liberty Hospital Corporation Retirement Income Plan is a benefit plan reported by New Liberty Hospital Corporation under EIN 43-1684627 and plan number 001. The latest loaded filing year is 2023. The filing reports 557 participants and $34,285,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Liberty Hospital Corporation
- EIN
- 43-1684627
- Plan number
- 001
- Plan type
- 2
- Location
- Liberty, MO
- Latest filing year
- 2023
- Participants
- 557
- End-of-year plan assets
- $34,285,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 557 | H, C | 20241008104843NAL0029588688003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,285,109
- Net assets (EOY)
- $34,285,109
- Net assets (BOY)
- $26,156,047
Income & contributions
- Employer contributions
- $870,091
- Participant contributions
- $2,889,514
- Total contributions
- $4,188,871
- Total income / additions
- $9,422,146
Expenses & distributions
- Benefits paid
- $1,105,405
- Administrative expenses
- $76,412
- Total expenses
- $1,182,626
- Net increase / (decrease)
- $8,239,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $48,205 | $0 | 2023 |
| Forvis Mazars, Llp | AUDITOR | $11,025 | not reported in the loaded dataset | 2023 |
| Cbiz Financial Solutions | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Haynes Benefits | LEGAL | $7,182 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Liberty Hospital Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Liberty, MO
- Transamerica Retirement Solutions — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Cbiz Financial Solutions — Schedule C compensation
- Haynes Benefits — Schedule C compensation
- National Financial Services — Schedule C compensation