2023 Form 5500 filing — Iowa Health System Tax Deferred Section 403(B) 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 20240927130912NAL0004611522001) for Iowa Health System Tax Deferred Section 403(B) Plan, reported by Iowa Health System under EIN 42-1435199 and plan number 002. It reports 1,244 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)$65MReported net assets$65,010,169
Participants1.2K1,244
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927130912NAL0004611522001
- Plan sponsor
- Iowa Health System
- EIN
- 42-1435199
- Plan number
- 002
- Location
- West Des Moines, IA
- 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)$65M total assets
Net assets$65MLiabilities$0
Full reported line items
- Total assets (EOY)
- $65,010,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,010,169
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $9,667,769
- Benefits paid
- $8,695,366
- Administrative expenses
- -$22,509
- Total expenses
- $8,673,539
- Net increase / (decrease)
- $994,230
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $16,792 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$39,301 | $0 |