2023 Form 5500 filing — Osceola Medical Center 403(B) 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 20240911131124NAL0011970288001) for Osceola Medical Center 403(B) Tax Deferred Annuity Plan, reported by Ladd Memorial Hospital Dba Osceola Medical Center under EIN 39-0773970 and plan number 002. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911131124NAL0011970288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ladd Memorial Hospital Dba Osceola Medical Center
- EIN
- 39-0773970
- Plan number
- 002
- Location
- Osceola, WI
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,361,106
- Net assets (EOY)
- $15,361,106
- Employer contributions
- $412,282
- Participant contributions
- $1,205,489
- Total income / additions
- $3,928,022
- Benefits paid
- $1,362,016
- Administrative expenses
- $45,014
- Total expenses
- $1,407,030
- Net increase / (decrease)
- $2,520,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,835 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $36,472 |
| The Rivergroup Administration Servi | OTHER SERVICES | $0 | $6,363 |
| Lincoln National Corporation | SERVICE PROVIDER | $179 | $0 |