2023 Form 5500 filing — Alivio Medical Center 403(B) 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 20241015091426NAL0016040307001) for Alivio Medical Center 403(B) Plan, reported by Alivio Medical Center under EIN 36-3661051 and plan number 002. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091426NAL0016040307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alivio Medical Center
- EIN
- 36-3661051
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,517,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,517,004
- Employer contributions
- $84,402
- Participant contributions
- $690,580
- Total income / additions
- $1,894,448
- Benefits paid
- $351,417
- Administrative expenses
- $50,148
- Total expenses
- $402,064
- Net increase / (decrease)
- $1,492,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Toroso Investment LLC | INVESTMENT ADVISORY | $38,875 | $0 |
| Dubuque Bank & Trust | NONE | $11,269 | $0 |