2023 Form 5500 filing — Margaret Mary Health Savings 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 20241015130511NAL0049524240001) for Margaret Mary Health Savings Plan, reported by Margaret Mary Community Hospital under EIN 35-6067049 and plan number 004. It reports 964 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130511NAL0049524240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Margaret Mary Community Hospital
- EIN
- 35-6067049
- Plan number
- 004
- Location
- Batesville, IN
- Participants
- 964
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,188,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,188,139
- Employer contributions
- $475,821
- Participant contributions
- $2,640,575
- Total income / additions
- $7,889,630
- Benefits paid
- $2,162,312
- Administrative expenses
- $152,911
- Total expenses
- $2,315,223
- Net increase / (decrease)
- $5,574,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lji Wealth Management | INVESTMENT ADVISOR | $23,242 | not reported in the loaded dataset |
| American Pension Advisors | THIRD PARTY ADMIN | $20,978 | not reported in the loaded dataset |
| Axa Equitable Life Insurance Co | RECORDKEEPER | $0 | $13,633 |
| Erisa Smart | THIRD PARTY TRUSTEE | $8,321 | not reported in the loaded dataset |