2023 Form 5500 filing — Iha 401(K) And Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240610153022NAL0027057473001) for Iha 401(K) And Retirement Savings Plan, reported by Illinois Health And Hospital Association under EIN 36-2352486 and plan number 002. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240610153022NAL0027057473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Illinois Health And Hospital Association
- EIN
- 36-2352486
- Plan number
- 002
- Location
- Naperville, IL
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,215,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,215,991
- Employer contributions
- $1,887,272
- Participant contributions
- $2,355,851
- Total income / additions
- $17,301,635
- Benefits paid
- $6,371,208
- Administrative expenses
- $127,153
- Total expenses
- $6,498,361
- Net increase / (decrease)
- $10,803,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners | INVESTMENT ADVISOR | $42,500 | not reported in the loaded dataset |
| Mcdermott Will & Emery Llp | ATTORNEY/LEGAL | $33,298 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $29,306 | $0 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $22,050 | not reported in the loaded dataset |