Plan5500

Appalachian Regional Healthcare, Inc. Pension 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. Pension Plan is a benefit plan reported by Appalachian Regional Healthcare, Inc. under EIN 52-0795508 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,529 participants and $155,361,952 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
002
Plan type
2
Location
Hazard, KY
Latest filing year
2023
Participants
4,529
End-of-year plan assets
$155,361,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,529H, C20251017091508NAL0003916355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$155,361,952
Net assets (EOY)
$155,361,952
Net assets (BOY)
$149,409,123

Income & contributions

Total contributions
$886,788
Total income / additions
$19,235,196

Expenses & distributions

Benefits paid
$11,652,311
Administrative expenses
$1,630,056
Total expenses
$13,282,367
Net increase / (decrease)
$5,952,829

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$195,051$02023
Charles Schwab BankSECURITIES BROKER$164,693not reported in the loaded dataset2023
Aon ConsultingACTUARY$69,360not reported in the loaded dataset2023

Related Form 5500 pages