2023 Form 5500 filing — North Shore Healthcare, LLC Retirement 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 20241015144850NAL0030033569001) for North Shore Healthcare, LLC Retirement Savings Plan, reported by North Shore Healthcare, LLC under EIN 47-5124382 and plan number 001. It reports 3,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144850NAL0030033569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Shore Healthcare, LLC
- EIN
- 47-5124382
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 3,061
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,288,574
- Total liabilities (EOY)
- $93,447
- Net assets (EOY)
- $16,195,127
- Employer contributions
- $548
- Participant contributions
- $2,096,452
- Total income / additions
- $4,469,844
- Benefits paid
- $2,634,309
- Administrative expenses
- $23,329
- Total expenses
- $2,657,638
- Net increase / (decrease)
- $1,812,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus C/O Future Plan | THIRD PARTY ADMINISTRATO | $0 | $7,415 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $3,159 | not reported in the loaded dataset |
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $3,159 | $0 |
| Morningstar | INVESTMENT ADVISORY | $0 | $2,463 |