2023 Form 5500 filing — Healthcare Information And Management Systems Society 401(K) 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 20241009123236NAL0009193875001) for Healthcare Information And Management Systems Society 401(K) Plan, reported by Healthcare Information And Management Systems Society under EIN 36-3906745 and plan number 001. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123236NAL0009193875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthcare Information And Management Systems Society
- EIN
- 36-3906745
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,157,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,157,634
- Employer contributions
- $751,963
- Participant contributions
- $1,969,078
- Total income / additions
- $10,306,515
- Benefits paid
- $11,011,062
- Administrative expenses
- $59,652
- Total expenses
- $11,070,714
- Net increase / (decrease)
- -$764,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset |
| Lbmc Pc | AUDITOR | $22,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,469 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,683 | not reported in the loaded dataset |