2023 Form 5500 filing — Black River Memorial Hospital Retirement Savings 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 20241004131122NAL0006720723001) for Black River Memorial Hospital Retirement Savings Plan, reported by Black River Memorial Hospital under EIN 39-1027536 and plan number 002. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004131122NAL0006720723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Black River Memorial Hospital
- EIN
- 39-1027536
- Plan number
- 002
- Location
- Black River Falls, WI
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,424,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,424,368
- Employer contributions
- $1,220,759
- Participant contributions
- $1,683,764
- Total income / additions
- $7,663,367
- Benefits paid
- $5,343,187
- Administrative expenses
- $127,737
- Total expenses
- $5,470,924
- Net increase / (decrease)
- $2,192,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management | INVESTMENT ADVISOR | $65,921 | not reported in the loaded dataset |
| Wipfli Llp | RECORDKEEPER | $59,914 | not reported in the loaded dataset |