2023 Form 5500 filing — Shannon Medical Center 401(K) Savings And 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 20240923092402NAL0011248657001) for Shannon Medical Center 401(K) Savings And Retirement Plan, reported by Shannon Medical Center under EIN 75-2559845 and plan number 001. It reports 4,926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923092402NAL0011248657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shannon Medical Center
- EIN
- 75-2559845
- Plan number
- 001
- Location
- San Angelo, TX
- Participants
- 4,926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $408,224,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $408,224,064
- Employer contributions
- $8,597,129
- Participant contributions
- $17,983,695
- Total income / additions
- $92,816,953
- Benefits paid
- $22,459,910
- Administrative expenses
- $572,055
- Total expenses
- $23,087,960
- Net increase / (decrease)
- $69,728,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $520,608 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $31,140 | $0 |
| Forvis Llp | NONE | $16,485 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |