Appalachian Regional Healthcare, Inc. Thrift 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. Thrift Plan is a benefit plan reported by Appalachian Regional Healthcare, Inc. under EIN 52-0795508 and plan number 004. The latest loaded filing year is 2023. The filing reports 7,205 participants and $159,551,102 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
- 004
- Plan type
- 2
- Location
- Hazard, KY
- Latest filing year
- 2023
- Participants
- 7,205
- End-of-year plan assets
- $159,551,102
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,205 | H, C | 20241001074046NAL0011865840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,551,102
- Net assets (EOY)
- $159,551,102
- Net assets (BOY)
- $148,434,467
Income & contributions
- Employer contributions
- $3,688,164
- Participant contributions
- $5,128,788
- Total contributions
- $9,229,583
- Total income / additions
- $18,642,371
Expenses & distributions
- Benefits paid
- $7,174,587
- Administrative expenses
- $351,149
- Total expenses
- $7,525,736
- Net increase / (decrease)
- $11,116,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $265,438 | $0 | 2023 |
| Meridian Wealth Management LLC | INVESTMENT ADVISOR | $84,345 | not reported in the loaded dataset | 2023 |
| Mutual Of America Life Insurance Co | RECORD KEEPER | $4,462 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Appalachian Regional Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Hazard, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Meridian Wealth Management LLC — Schedule C compensation
- Mutual Of America Life Insurance Co — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation