Blue Ridge Healthcare System Retirement Savings Plan — Form 5500 plan (Blue Ridge Healthcare System)

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, Blue Ridge Healthcare System Retirement Savings Plan is a benefit plan reported by Blue Ridge Healthcare System under EIN 56-2150313 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,212 participants and $101,725,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Ridge Healthcare System
EIN
56-2150313
Plan number
001
Plan type
2
Location
Morganton, NC
Latest filing year
2023
Participants
3,212
End-of-year plan assets
$101,725,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,212H, C20241009124744NAL0031184224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,725,328
Net assets (EOY)
$101,725,328
Net assets (BOY)
$86,469,568

Income & contributions

Employer contributions
$2,857,726
Participant contributions
$5,908,605
Total contributions
$9,203,990
Total income / additions
$22,733,396

Expenses & distributions

Benefits paid
$7,106,085
Administrative expenses
$231,207
Total expenses
$7,477,636
Net increase / (decrease)
$15,255,760

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$230,827$02023
Transamerica Retirement SolutionsNONE$380$02023

Related Form 5500 pages