2023 Form 5500 filing — Swedishamerican 403(B) Incentivesaver 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 20241015113926NAL0047612496001) for Swedishamerican 403(B) Incentivesaver Plan, reported by Swedishamerican Health System under EIN 36-3241458 and plan number 004. It reports 5,515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113926NAL0047612496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swedishamerican Health System
- EIN
- 36-3241458
- Plan number
- 004
- Location
- Rockford, IL
- Participants
- 5,515
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $369,540,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $369,540,093
- Employer contributions
- $11,465,140
- Participant contributions
- $17,259,873
- Total income / additions
- $73,860,007
- Benefits paid
- $25,312,067
- Administrative expenses
- $434,529
- Total expenses
- $25,759,919
- Net increase / (decrease)
- $48,100,088
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Promanage LLC | NONE | $416,682 | not reported in the loaded dataset |
| Promanage LLC | NONE | $385,262 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $17,850 | $0 |
| T Rowe Price Rps Inc | NONE | $8,660 | $0 |