Faith Regional Health Services Tax Deferred Annuity Plan — Form 5500 plan (Faith Regional Health Services)
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, Faith Regional Health Services Tax Deferred Annuity Plan is a benefit plan reported by Faith Regional Health Services under EIN 47-0796875 and plan number 011. The latest loaded filing year is 2023. The filing reports 1,686 participants and $89,225,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Faith Regional Health Services
- EIN
- 47-0796875
- Plan number
- 011
- Plan type
- 2
- Location
- Norfolk, NE
- Latest filing year
- 2023
- Participants
- 1,686
- End-of-year plan assets
- $89,225,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,686 | H, C | 20250117142718NAL0014890131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,225,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,225,184
- Net assets (BOY)
- $76,849,626
Income & contributions
- Participant contributions
- $6,877,956
- Total contributions
- $7,502,749
- Total income / additions
- $19,962,751
Expenses & distributions
- Benefits paid
- $7,470,783
- Administrative expenses
- $116,410
- Total expenses
- $7,587,193
- Net increase / (decrease)
- $12,375,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPING | $61,600 | $0 | 2023 |
| Cambridge Investment Research | CONSULTING | $40,896 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | ADVISOR | $13,563 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co. | NONE | $0 | $51 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Faith Regional Health Services
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Norfolk, NE
- Voya Institutional Plan Services — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- American United Life Insurance Co. — Schedule C compensation