Appalachian Regional Healthcare, Inc. Retirement Plan — Form 5500 plan (Appalachian Regional Healthcare, 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, Appalachian Regional Healthcare, Inc. Retirement Plan is a benefit plan reported by Appalachian Regional Healthcare, Inc under EIN 52-0795508 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,663 participants and $120,006,787 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Appalachian Regional Healthcare, Inc
EIN
52-0795508
Plan number
001
Plan type
2
Location
Hazard, KY
Latest filing year
2023
Participants
2,663
End-of-year plan assets
$120,006,787

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,663H, C20251017091527NAL0003916611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,006,787
Net assets (EOY)
$120,006,787
Net assets (BOY)
$114,958,512

Income & contributions

Total contributions
$1,079,448
Total income / additions
$15,276,209

Expenses & distributions

Benefits paid
$9,063,383
Administrative expenses
$1,164,551
Total expenses
$10,227,934
Net increase / (decrease)
$5,048,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab BankSECURITIES BROKER$127,007not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$114,521$02023
Aon ConsultingACTUARY$53,308not reported in the loaded dataset2023

Related Form 5500 pages