2023 Form 5500 filing — Sarah Bush Lincoln Health Center Employee Retirement 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 20241014131451NAL0027363553001) for Sarah Bush Lincoln Health Center Employee Retirement Plan, reported by Sarah Bush Lincoln Health Center under EIN 23-7098532 and plan number 003. It reports 3,333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131451NAL0027363553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sarah Bush Lincoln Health Center
- EIN
- 23-7098532
- Plan number
- 003
- Location
- Mattoon, IL
- Participants
- 3,333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $294,557,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $294,557,451
- Employer contributions
- $5,441,363
- Participant contributions
- $16,499,725
- Total income / additions
- $71,029,128
- Benefits paid
- $17,552,591
- Administrative expenses
- $192,086
- Total expenses
- $17,751,955
- Net increase / (decrease)
- $53,277,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Mid Wealth Management | INVESTMENT ADVISOR | $350,387 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$158,308 | $0 |