Upson Regional Medical Center 401(K) Retirement Plan — Form 5500 plan (Upson County Hospital, Inc. Dba Upson Regional Medical Center)

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, Upson Regional Medical Center 401(K) Retirement Plan is a benefit plan reported by Upson County Hospital, Inc. Dba Upson Regional Medical Center under EIN 58-1734026 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,287 participants and $36,534,264 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upson County Hospital, Inc. Dba Upson Regional Medical Center
EIN
58-1734026
Plan number
002
Plan type
2
Location
Thomaston, GA
Latest filing year
2023
Participants
1,287
End-of-year plan assets
$36,534,264

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,287H, C20241014094412NAL0025847121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,534,264
Net assets (EOY)
$36,534,264
Net assets (BOY)
$33,465,109

Income & contributions

Employer contributions
$760,777
Participant contributions
$2,451,580
Total contributions
$3,344,247
Total income / additions
$8,064,262

Expenses & distributions

Benefits paid
$4,942,500
Administrative expenses
$37,929
Total expenses
$4,995,107
Net increase / (decrease)
$3,069,155

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$37,929$02023

Related Form 5500 pages