Plan5500

Emh Retirement Savings Plan — Form 5500 plan (Ephraim Mcdowell Health)

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, Emh Retirement Savings Plan is a benefit plan reported by Ephraim Mcdowell Health under EIN 61-0492356 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,173 participants and $179,483,626 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ephraim Mcdowell Health
EIN
61-0492356
Plan number
002
Plan type
2
Location
Danville, KY
Latest filing year
2023
Participants
2,173
End-of-year plan assets
$179,483,626

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,173H, C20241014092932NAL0014702515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$179,483,626
Total liabilities (EOY)
$0
Net assets (EOY)
$179,483,626
Net assets (BOY)
$156,189,306

Income & contributions

Employer contributions
$6,650,815
Participant contributions
$7,829,964
Total contributions
$16,440,984
Total income / additions
$38,823,262

Expenses & distributions

Benefits paid
$15,101,841
Administrative expenses
$388,784
Total expenses
$15,528,942
Net increase / (decrease)
$23,294,320

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$388,784$02023
Northwestern Mutual Investment ServOTHER SERVICES$0$97,7502023
ForvisACCOUNTANT$0$12,2022023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages