2023 Form 5500 filing — Swope Health Services 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 20241003135530NAL0017807872001) for Swope Health Services Retirement Plan, reported by Swope Health Services under EIN 43-0957840 and plan number 001. It reports 719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003135530NAL0017807872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swope Health Services
- EIN
- 43-0957840
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,973,215
- Total liabilities (EOY)
- $74
- Net assets (EOY)
- $29,973,141
- Employer contributions
- $825,155
- Participant contributions
- $1,905,270
- Total income / additions
- $6,979,901
- Benefits paid
- $4,021,575
- Administrative expenses
- $136,754
- Total expenses
- $4,158,329
- Net increase / (decrease)
- $2,821,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, Inc. | BROKER/ADVISOR | $96,630 | not reported in the loaded dataset |
| Great-West Life & Annuity Company | RECORDKEEPER | $38,892 | $0 |
| Onedigital Investment Advisors | CONTRACT ADMINISTRATOR | $0 | $10,000 |