2023 Form 5500 filing — Southern Illinois Healthcare 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 20241014091548NAL0026886337001) for Southern Illinois Healthcare Retirement Savings Plan, reported by Southern Illinois Hospital Services under EIN 37-0618939 and plan number 002. It reports 5,272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091548NAL0026886337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Illinois Hospital Services
- EIN
- 37-0618939
- Plan number
- 002
- Location
- Carbondale, IL
- Participants
- 5,272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $357,000,061
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $357,000,061
- Employer contributions
- $8,275,770
- Participant contributions
- $19,733,373
- Total income / additions
- $83,265,350
- Benefits paid
- $35,755,012
- Administrative expenses
- $416,393
- Total expenses
- $36,162,271
- Net increase / (decrease)
- $47,103,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $357,193 | $0 |
| Cerity Partners Retirement Plan Adv | NONE | $58,000 | not reported in the loaded dataset |
| Qdro Consulants Company, LLC | NONE | $1,200 | not reported in the loaded dataset |