Rural Health Resources Of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan — Form 5500 plan (Rural Health Resources Of Jackson County Inc. Dba Holton Community Hos)
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, Rural Health Resources Of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan is a benefit plan reported by Rural Health Resources Of Jackson County Inc. Dba Holton Community Hos under EIN 74-2826278 and plan number 007. The latest loaded filing year is 2023. The filing reports 213 participants and $8,964,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rural Health Resources Of Jackson County Inc. Dba Holton Community Hos
- EIN
- 74-2826278
- Plan number
- 007
- Plan type
- 2
- Location
- Holton, KS
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $8,964,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241015174440NAL0030531681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,964,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,964,089
- Net assets (BOY)
- $7,303,219
Income & contributions
- Employer contributions
- $423,288
- Participant contributions
- $686,133
- Total contributions
- $1,121,848
- Total income / additions
- $2,265,628
Expenses & distributions
- Benefits paid
- $549,002
- Administrative expenses
- $55,756
- Total expenses
- $604,758
- Net increase / (decrease)
- $1,660,870
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Two West Capital Advisors | NONE | $24,341 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $12,396 | $0 | 2023 |
| Pentegra Services, Inc. | NONE | $10,505 | not reported in the loaded dataset | 2023 |
| Coulter & Justus | NONE | $5,800 | not reported in the loaded dataset | 2023 |
| American United Life Ins. Co. | NONE | $47 | $55 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rural Health Resources Of Jackson County Inc. Dba Holton Community Hos
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Holton, KS
- Two West Capital Advisors — Schedule C compensation
- Tiaa — Schedule C compensation
- Pentegra Services, Inc. — Schedule C compensation
- Coulter & Justus — Schedule C compensation
- American United Life Ins. Co. — Schedule C compensation