Breckinridge Health, Inc, 403(B) Plan — Form 5500 plan (Breckinridge 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, Breckinridge Health, Inc, 403(B) Plan is a benefit plan reported by Breckinridge Health, Inc. under EIN 61-0525158 and plan number 002. The latest loaded filing year is 2023. The filing reports 325 participants and $4,017,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Breckinridge Health, Inc.
- EIN
- 61-0525158
- Plan number
- 002
- Plan type
- 2
- Location
- Hardinsburg, KY
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $4,017,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241001125952NAL0011593936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,017,221
- Total liabilities (EOY)
- $9,575
- Net assets (EOY)
- $4,007,646
- Net assets (BOY)
- $4,117,939
Income & contributions
- Employer contributions
- $91,644
- Participant contributions
- $283,278
- Total contributions
- $395,021
- Total income / additions
- $1,048,784
Expenses & distributions
- Benefits paid
- $1,117,414
- Administrative expenses
- $41,663
- Total expenses
- $1,159,077
- Net increase / (decrease)
- -$110,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INV ADV | $16,271 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $12,848 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | INV ADV | $9,846 | not reported in the loaded dataset | 2023 |
| Two West Capital Advisors LLC | INV ADV | $2,048 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Breckinridge Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Hardinsburg, KY
- Morgan Stanley Smith Barney — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Two West Capital Advisors LLC — Schedule C compensation