2023 Form 5500 filing — Southwest Health Center, Inc. 403(B) Tsa 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 20241015111335NAL0014461651001) for Southwest Health Center, Inc. 403(B) Tsa Plan, reported by Southwest Health Center, Inc. under EIN 39-1370626 and plan number 002. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111335NAL0014461651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Health Center, Inc.
- EIN
- 39-1370626
- Plan number
- 002
- Location
- Platteville, WI
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,916,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,916,578
- Employer contributions
- $1,670,151
- Participant contributions
- $3,291,236
- Total income / additions
- $20,824,256
- Benefits paid
- $2,571,782
- Administrative expenses
- $7,146
- Total expenses
- $2,578,928
- Net increase / (decrease)
- $18,245,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Concourse Fin Group Sec-Proequities | PARTNER PAYME NTS | $38,537 | not reported in the loaded dataset |
| Stancorp Financial Group | INVESTMENT ADVISORY | $33,771 | not reported in the loaded dataset |
| The Pension Specialists Ltd | TPA ALLOW + O THER SERVIC | $0 | $14,177 |