Encompass Health Retirement Investment Plan Of Pr — Form 5500 plan (Encompass Health Corporation (Ehc))

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, Encompass Health Retirement Investment Plan Of Pr is a benefit plan reported by Encompass Health Corporation (Ehc) under EIN 63-0860407 and plan number 002. The latest loaded filing year is 2023. The filing reports 309 participants and $4,223,449 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.2MPlan net assets, end of year$4,217,648
Participants309Covered participants reported
Assets / participant$13.7KComputed: assets ÷ participants$13,668 (computed)
Provider compensation$15.3K1 Schedule C provider row(s)$15,306
Plan sponsor
Encompass Health Corporation (Ehc)
EIN
63-0860407
Plan number
002
Plan type
2
Location
Birmingham, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023309H, C20240930095636NAL0005405425001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$5.8K
Money in vs. money out
Total income / additions$1.3M
Total expenses$463K
Benefits paid / distributions$448.6K
Contributions
Employer$210.4K
Participant$490.3K
Full reported line items

Net assets

Total assets (EOY)
$4,223,449
Total liabilities (EOY)
$5,801
Net assets (EOY)
$4,217,648
Net assets (BOY)
$3,334,932

Income & contributions

Employer contributions
$210,427
Participant contributions
$490,266
Total contributions
$733,874
Total income / additions
$1,345,698

Expenses & distributions

Benefits paid
$448,588
Administrative expenses
$14,394
Total expenses
$462,982
Net increase / (decrease)
$882,716
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bppr - Popular Fiduciary ServicesTRUSTEE/RK & 12B1-FEES$14,394$9122023

Related Form 5500 pages