2023 Form 5500 filing — Union Health 403(B)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 20241015093531NAL0014323459001) for Union Health 403(B)Retirement Plan, reported by Union Hospital, Inc. under EIN 35-0876396 and plan number 006. It reports 4,734 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093531NAL0014323459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Hospital, Inc.
- EIN
- 35-0876396
- Plan number
- 006
- Location
- Terre Haute, IN
- Participants
- 4,734
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $203,307,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,307,583
- Employer contributions
- $7,089,240
- Participant contributions
- $16,052,914
- Total income / additions
- $53,268,585
- Benefits paid
- $13,726,385
- Administrative expenses
- $337,961
- Total expenses
- $14,080,635
- Net increase / (decrease)
- $39,187,950
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $268,516 | $0 |
| Axia Advisory Corporation | INVESTMENT ADVISOR | $68,824 | not reported in the loaded dataset |
| American United Life Insurance Co | RECORDKEEPER | $204 | $12,246 |
| Lincoln National Corporation | CONTACT ADMINISTRATOR | $300 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31 | $0 |