2023 Form 5500 filing — Memorial Hospital Employee'S Tax Deferred Annuity 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 20240823112710NAL0010280000001) for Memorial Hospital Employee'S Tax Deferred Annuity Plan, reported by Memorial Hospital Association under EIN 37-0684691 and plan number 005. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823112710NAL0010280000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Memorial Hospital Association
- EIN
- 37-0684691
- Plan number
- 005
- Location
- Carthage, IL
- Participants
- 418
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,339,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,339,529
- Participant contributions
- $838,459
- Total income / additions
- $2,295,308
- Benefits paid
- $578,363
- Administrative expenses
- $562
- Total expenses
- $578,925
- Net increase / (decrease)
- $1,716,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $0 | $1,496 |
| Lincoln National Corporation | SERVICE PROVIDER | $597 | $0 |