Katy Trail Community Health 403(B) Plan — Form 5500 plan (Regional Health Care Clinic, 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, Katy Trail Community Health 403(B) Plan is a benefit plan reported by Regional Health Care Clinic, Inc. under EIN 43-1879853 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $2,390,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regional Health Care Clinic, Inc.
- EIN
- 43-1879853
- Plan number
- 001
- Plan type
- 2
- Location
- Sedalia, MO
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $2,390,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241011143424NAL0022047345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,390,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,390,960
- Net assets (BOY)
- $2,410,735
Income & contributions
- Employer contributions
- $97,810
- Participant contributions
- $413,108
- Total contributions
- $535,144
- Total income / additions
- $862,891
Expenses & distributions
- Benefits paid
- $864,904
- Administrative expenses
- $17,762
- Total expenses
- $882,666
- Net increase / (decrease)
- -$19,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,761 | $0 | 2023 |
| Ameritas Investment Corp | OTHER SERVICES | $0 | $7,200 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regional Health Care Clinic, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Sedalia, MO
- Principal Life Insurance Company — Schedule C compensation
- Ameritas Investment Corp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation