Original filing (PDF)20251017091508NAL0003916355001

APPALACHIAN REGIONAL HEALTHCARE, INC.

Name: APPALACHIAN REGIONAL HEALTHCARE, INC. — APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN, Form 5500 (2023)
Creator: APPALACHIAN REGIONAL HEALTHCARE, INC.

Form 5500

FILING_RECEIVED

APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 5.1 mo

Active participants

855

Accounts w/ balance

—

Plan assets (EOY)

$155.4M

Net assets (EOY)

$155.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 5.1 months past the 10.5-month grace window.
Total administrative cost in the bottom quartile of peers (6th percentile).

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APPALACHIAN REGIONAL HEALTHCARE, INC..

Plan sponsor

Name

APPALACHIAN REGIONAL HEALTHCARE, INC.

EIN

52-0795508

Address

100 AIRPORT GARDENS ROAD · HAZARD, KY · 41701

Phone

(859) 226-2469

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-10-17

Pension benefit codes

1B · Flat-dollar DB formula

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CHERRY BEKAERT, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$195K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB BANK	—	SAN FRANCISCO, CA	SECURITIES BROKER	$165K	—

Actuary

Investments

1 pooled fund· $4.5M(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.