Plan5500

Noland Health Services Retirement Income Plan — Form 5500 plan (Noland Health Services, 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, Noland Health Services Retirement Income Plan is a benefit plan reported by Noland Health Services, Inc. under EIN 63-0308739 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $37,999,446 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Noland Health Services, Inc.
EIN
63-0308739
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
402
End-of-year plan assets
$37,999,446

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H, C20241015140736NAL0016581939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,999,446
Total liabilities (EOY)
$9,558
Net assets (EOY)
$37,989,888
Net assets (BOY)
$37,001,860

Income & contributions

Total contributions
$0
Total income / additions
$3,981,493

Expenses & distributions

Benefits paid
$2,631,524
Administrative expenses
$361,941
Total expenses
$2,993,465
Net increase / (decrease)
$988,028

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$216,949not reported in the loaded dataset2023
Highland AssociatesNONE$28,863not reported in the loaded dataset2023
Trumbull PropertyNONE$20,765not reported in the loaded dataset2023
Ann L LewisNONE$12,000not reported in the loaded dataset2023
Jennison Global Opp FundNONE$10,904$02023
Aeon UsNONE$5,216not reported in the loaded dataset2023

Related Form 5500 pages