Tj Regional Health Inc. 403(B) Plan — Form 5500 plan (Tj Regional Health 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, Tj Regional Health Inc. 403(B) Plan is a benefit plan reported by Tj Regional Health Inc. under EIN 61-0461767 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,552 participants and $67,218,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tj Regional Health Inc.
- EIN
- 61-0461767
- Plan number
- 003
- Plan type
- 2
- Location
- Glasgow, KY
- Latest filing year
- 2023
- Participants
- 1,552
- End-of-year plan assets
- $67,218,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,552 | H, C | 20250314121417NAL0035339728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,218,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,218,895
- Net assets (BOY)
- $53,001,954
Income & contributions
- Employer contributions
- $3,045,478
- Participant contributions
- $5,567,524
- Total contributions
- $9,088,244
- Total income / additions
- $18,536,790
Expenses & distributions
- Benefits paid
- $4,086,344
- Administrative expenses
- $225,932
- Total expenses
- $4,319,849
- Net increase / (decrease)
- $14,216,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $225,932 | $0 | 2023 |
| Robert W. Baird & Co. Incorporated | OTHER SERVICES | $0 | $81,019 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tj Regional Health Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Glasgow, KY
- Principal Life Insurance Company — Schedule C compensation
- Robert W. Baird & Co. Incorporated — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation