2023 Form 5500 filing — Anderson Healthcare 403b 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 20241015123503NAL0056160098001) for Anderson Healthcare 403b Plan, reported by Anderson Healthcare under EIN 84-3965822 and plan number 002. It reports 1,828 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123503NAL0056160098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anderson Healthcare
- EIN
- 84-3965822
- Plan number
- 002
- Location
- Maryville, IL
- Participants
- 1,828
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,730,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,730,294
- Employer contributions
- $1,720,114
- Participant contributions
- $4,696,247
- Total income / additions
- $17,546,778
- Benefits paid
- $4,644,397
- Administrative expenses
- $2,148
- Total expenses
- $4,646,545
- Net increase / (decrease)
- $12,900,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $4,698 | $228,212 |
| Creative Planning LLC | NONE | $0 | $71,376 |
| Lockton Investments Adv LLC | NONE | $0 | $13,439 |