2023 Form 5500 filing — St Benedict Health Center 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 20240919103353NAL0006002257001) for St Benedict Health Center Tax Deferred Annuity Plan, reported by St Benedict Health Center under EIN 46-0226738 and plan number 004. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.9MReported net assets$6,937,640
Participants158
Provider compensation$45K1 Schedule C row(s)$44,982
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919103353NAL0006002257001
Plan sponsor
St Benedict Health Center
EIN
46-0226738
Plan number
004
Location
Parkston, SD
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$984.5K
Total expenses$424.2K
Benefits paid / distributions$423.7K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$6,937,640
Total liabilities (EOY)
$0
Net assets (EOY)
$6,937,640
Employer contributions
$0
Participant contributions
$0
Total income / additions
$984,495
Benefits paid
$423,683
Administrative expenses
$548
Total expenses
$424,231
Net increase / (decrease)
$560,264

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American United Life Insurance CoNONE$548$44,434

Related Form 5500 pages