2023 Form 5500 filing — Door County Memorial Hospital Tax Deferred Annuity 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 20241008132114NAL0016735793001) for Door County Memorial Hospital Tax Deferred Annuity Plan, reported by Door County Memorial Hospital under EIN 39-0806324 and plan number 002. It reports 1,008 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008132114NAL0016735793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Door County Memorial Hospital
- EIN
- 39-0806324
- Plan number
- 002
- Location
- Sturgeon Bay, WI
- Participants
- 1,008
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,028,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,028,753
- Employer contributions
- $2,716,376
- Participant contributions
- $4,163,105
- Total income / additions
- $19,128,282
- Benefits paid
- $8,538,306
- Administrative expenses
- $177,176
- Total expenses
- $8,767,583
- Net increase / (decrease)
- $10,360,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $90,001 | $0 |
| Global Retirement Partners LLC | CONSULTANT | $75,000 | $0 |
| Wipfli, Llp | AUDITOR | $12,175 | $0 |