The Russell Medical Center Retirement Plan — Form 5500 plan (Russell 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, The Russell Medical Center Retirement Plan is a benefit plan reported by Russell Medical Center under EIN 63-0385130 and plan number 003. The latest loaded filing year is 2023. The filing reports 589 participants and $19,547,486 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Russell Medical Center
- EIN
- 63-0385130
- Plan number
- 003
- Plan type
- 2
- Location
- Alexander City, AL
- Latest filing year
- 2023
- Participants
- 589
- End-of-year plan assets
- $19,547,486
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 589 | H, C | 20241011102652NAL0043319826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,547,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,547,486
- Net assets (BOY)
- $18,635,772
Income & contributions
- Employer contributions
- $135,000
- Total contributions
- $135,000
- Total income / additions
- $1,892,898
Expenses & distributions
- Benefits paid
- $718,635
- Administrative expenses
- $262,549
- Total expenses
- $981,184
- Net increase / (decrease)
- $911,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Birmingham Capital Management | NONE | $90,913 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $73,290 | not reported in the loaded dataset | 2023 |
| Principalbank - Trustee | NONE | $2,453 | not reported in the loaded dataset | 2023 |