Plan5500

Anderson Regional Medical Center Retirement Plan Master Trust — Form 5500 plan (Anderson Regional 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, Anderson Regional Medical Center Retirement Plan Master Trust is a benefit plan reported by Anderson Regional Medical Center under EIN 64-0362400 and plan number 010. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $64,431,691 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anderson Regional Medical Center
EIN
64-0362400
Plan number
010
Plan type
4
Location
Meridian, MS
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$64,431,691

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20250430102600NAL0002690192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,431,691
Total liabilities (EOY)
$0
Net assets (EOY)
$64,431,691
Net assets (BOY)
$55,413,649

Income & contributions

Total contributions
$0
Total income / additions
$12,606,088

Expenses & distributions

Benefits paid
$0
Administrative expenses
$214,299
Total expenses
$214,299
Net increase / (decrease)
$12,391,789

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$118,697not reported in the loaded dataset2023
Roland CrissNONE$74,950not reported in the loaded dataset2023
Summit Financial Wealth AdvisorsNONE$20,000not reported in the loaded dataset2023
Charles Schwab BankNONE$10$19,1872023
Swain & Collins, PaNONE$0not reported in the loaded dataset2023

Related Form 5500 pages