2023 Form 5500 filing — Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(B)

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 20240726111046NAL0015334401001) for Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(B), reported by Morris Hospital & Healthcare Centers under EIN 36-2170155 and plan number 004. It reports 1,625 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240726111046NAL0015334401001
Filing year
2023
Form type
2
Plan sponsor
Morris Hospital & Healthcare Centers
EIN
36-2170155
Plan number
004
Location
Morris, IL
Participants
1,625
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$102,761,705
Total liabilities (EOY)
$0
Net assets (EOY)
$102,761,705
Employer contributions
$2,068,528
Participant contributions
$6,174,695
Total income / additions
$24,276,106
Benefits paid
$6,799,466
Administrative expenses
$185,389
Total expenses
$6,999,202
Net increase / (decrease)
$17,276,904
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cerity PartnersINVESTMENT ADVISORY$94,975not reported in the loaded dataset
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$90,414$0

Related Form 5500 pages