2023 Form 5500 filing — Cherokee Regional Medical Center 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 20241009125250NAL0032666464001) for Cherokee Regional Medical Center Tax Deferred Annuity Plan, reported by Cherokee Regional Medical Center under EIN 42-0707096 and plan number 004. It reports 425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009125250NAL0032666464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cherokee Regional Medical Center
- EIN
- 42-0707096
- Plan number
- 004
- Location
- Cherokee, IA
- Participants
- 425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,745,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,745,932
- Employer contributions
- $723,620
- Participant contributions
- $1,269,918
- Total income / additions
- $4,799,295
- Benefits paid
- $1,313,835
- Administrative expenses
- $54,086
- Total expenses
- $1,369,720
- Net increase / (decrease)
- $3,429,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,086 | $0 |
| Usi Advisors Inc | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $0 | $33 |