2023 Form 5500 filing — St. Thomas Community Health Center 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 20241003133945NAL0010622433001) for St. Thomas Community Health Center Retirement Plan, reported by St. Thomas Community Health Center, Inc. under EIN 14-1958494 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003133945NAL0010622433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Thomas Community Health Center, Inc.
- EIN
- 14-1958494
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,077,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,077,275
- Employer contributions
- $476,957
- Participant contributions
- $690,819
- Total income / additions
- $2,321,606
- Benefits paid
- $597,185
- Administrative expenses
- $42,809
- Total expenses
- $639,994
- Net increase / (decrease)
- $1,681,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,113 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $23,503 |
| Retirement Strategies Group, LLC | CONTRACT ADMINISTRATOR | $1,750 | $3,398 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |