Plan5500

Duncan Regional Hospital Retirement Plan — Form 5500 plan (Duncan Regional Hosptial, 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, Duncan Regional Hospital Retirement Plan is a benefit plan reported by Duncan Regional Hosptial, Inc. under EIN 73-1008550 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $4,774,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duncan Regional Hosptial, Inc.
EIN
73-1008550
Plan number
001
Plan type
2
Location
Duncan, OK
Latest filing year
2023
Participants
305
End-of-year plan assets
$4,774,700

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20241014153600NAL0045125152001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,774,700
Total liabilities (EOY)
$0
Net assets (EOY)
$4,774,700
Net assets (BOY)
$4,665,279

Income & contributions

Total contributions
$0
Total income / additions
$617,340

Expenses & distributions

Benefits paid
$468,636
Administrative expenses
$34,354
Total expenses
$507,919
Net increase / (decrease)
$109,421

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$20,413$02023
Forvis Mazars, LlpAUDITOR$14,700not reported in the loaded dataset2023
BancfirstINVESTMENT ADVISOR$6,902not reported in the loaded dataset2023
Employee Benefits Group, LLCTPA$0$3,6782023

Related Form 5500 pages