2023 Form 5500 filing — Great River Health System, Inc. 401(K) Retirement 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 20240821080157NAL0003709201001) for Great River Health System, Inc. 401(K) Retirement Plan, reported by Great River Health System, Inc. under EIN 42-1193185 and plan number 002. It reports 2,472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821080157NAL0003709201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great River Health System, Inc.
- EIN
- 42-1193185
- Plan number
- 002
- Location
- West Burlington, IA
- Participants
- 2,472
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,092,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,092,240
- Employer contributions
- $5,605,477
- Participant contributions
- $10,526,004
- Total income / additions
- $43,697,576
- Benefits paid
- $14,678,753
- Administrative expenses
- $311,090
- Total expenses
- $15,036,554
- Net increase / (decrease)
- $28,661,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $176,539 | $0 |
| Mercer Investments LLC | CONSULTANT | $119,249 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,241 | not reported in the loaded dataset |
| Cliftonlarsonallen | ACCOUNTANT/AUDITOR | $7,350 | not reported in the loaded dataset |