2023 Form 5500 filing — Freeman Regional Health Services 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 20241007103613NAL0015042417002) for Freeman Regional Health Services 403(B) Plan, reported by Freeman Regional Health Services under EIN 46-0232450 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007103613NAL0015042417002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freeman Regional Health Services
- EIN
- 46-0232450
- Plan number
- 001
- Location
- Freeman, SD
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,307,664
- Net assets (EOY)
- $5,307,664
- Employer contributions
- $252,430
- Participant contributions
- $349,568
- Total income / additions
- $1,502,570
- Benefits paid
- $318,882
- Administrative expenses
- $23,166
- Total expenses
- $342,048
- Net increase / (decrease)
- $1,160,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $22,235 | not reported in the loaded dataset |
| Capital Group Retire Plan Services | RECORDKEEPER | $250 | $0 |
| Definiti LLC | THIRD PARTY ADMINISTRATOR | $120 | not reported in the loaded dataset |