2023 Form 5500 filing — Memorial Community Health Inc. 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 20240926123855NAL0000426867001) for Memorial Community Health Inc. Tax Deferred Annuity Plan, reported by Memorial Community Health Inc. under EIN 47-0461859 and plan number 003. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926123855NAL0000426867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Memorial Community Health Inc.
- EIN
- 47-0461859
- Plan number
- 003
- Location
- Aurora, NE
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,038,938
- Net assets (EOY)
- $22,038,938
- Employer contributions
- $653,730
- Participant contributions
- $856,068
- Total income / additions
- $4,287,240
- Benefits paid
- $2,557,160
- Administrative expenses
- $107,986
- Total expenses
- $2,665,146
- Net increase / (decrease)
- $1,622,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $75,063 | $0 |
| Usi Advisors | ADVISOR | $32,923 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |