2023 Form 5500 filing — Stewart Memorial Community Hospital 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 20240816150801NAL0008387411001) for Stewart Memorial Community Hospital Internal Revenue Code Section 403(B), reported by Stewart Memorial Community Hospital under EIN 42-0860039 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816150801NAL0008387411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stewart Memorial Community Hospital
- EIN
- 42-0860039
- Plan number
- 001
- Location
- Lake City, IA
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,942,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,942,779
- Employer contributions
- $364,622
- Participant contributions
- $1,291,798
- Total income / additions
- $5,291,119
- Benefits paid
- $2,233,835
- Administrative expenses
- $125,392
- Total expenses
- $2,359,227
- Net increase / (decrease)
- $2,931,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,392 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $89,102 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |