White River Health System 401(K) Plan — Form 5500 plan (White River Health System, 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, White River Health System 401(K) Plan is a benefit plan reported by White River Health System, Inc. under EIN 71-0411459 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,826 participants and $94,162,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- White River Health System, Inc.
- EIN
- 71-0411459
- Plan number
- 001
- Plan type
- 2
- Location
- Batesville, AR
- Latest filing year
- 2023
- Participants
- 1,826
- End-of-year plan assets
- $94,162,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,826 | H, C | 20241009132114NAL0037940914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,162,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,162,650
- Net assets (BOY)
- $79,565,582
Income & contributions
- Employer contributions
- $2,776,727
- Participant contributions
- $5,020,989
- Total contributions
- $8,329,789
- Total income / additions
- $22,392,086
Expenses & distributions
- Benefits paid
- $7,533,077
- Administrative expenses
- $171,524
- Total expenses
- $7,795,018
- Net increase / (decrease)
- $14,597,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $121,736 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $32,576 | $0 | 2023 |
| Friday, Eldredge & Clark Llp | ATTORNEY | $17,212 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for White River Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Batesville, AR
- Edward Jones — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Friday, Eldredge & Clark Llp — Schedule C compensation