2023 Form 5500 filing — Human Service Center 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 20241015123934NAL0049429552001) for Human Service Center 403(B) Retirement Plan, reported by Carle Health under EIN 37-1004882 and plan number 002. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123934NAL0049429552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carle Health
- EIN
- 37-1004882
- Plan number
- 002
- Location
- Urbana, IL
- Participants
- 437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,386,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,386,189
- Employer contributions
- $10,834
- Participant contributions
- $0
- Total income / additions
- $850,635
- Benefits paid
- $1,864,719
- Administrative expenses
- $6,342
- Total expenses
- $1,871,061
- Net increase / (decrease)
- -$1,020,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clifton Larson Allen Wealth Advisor | OTHER | $6,342 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $0 | $0 |