Appalachian Regional Healthcare, Inc. Administrative 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. Administrative Retirement Plan is a benefit plan reported by Appalachian Regional Healthcare, Inc. under EIN 52-0795508 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,030 participants and $51,725,132 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
003
Plan type
2
Location
Hazard, KY
Latest filing year
2023
Participants
1,030
End-of-year plan assets
$51,725,132

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,030H, C20251017091448NAL0003916099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,725,132
Net assets (EOY)
$51,725,132
Net assets (BOY)
$50,058,333

Income & contributions

Total contributions
$429,806
Total income / additions
$6,534,552

Expenses & distributions

Benefits paid
$4,464,518
Administrative expenses
$403,235
Total expenses
$4,867,753
Net increase / (decrease)
$1,666,799

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab BankSECURITIES BROKER$55,130not reported in the loaded dataset2023
Aon Consulting, Inc.ACTUARY$51,938not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$44,407$02023

Related Form 5500 pages