2023 Form 5500 filing — Shenandoah Medical Center 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 20241114102905NAL0038548866001) for Shenandoah Medical Center 403b Plan, reported by Shenandoah Medical Center under EIN 42-1101835 and plan number 003. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114102905NAL0038548866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shenandoah Medical Center
- EIN
- 42-1101835
- Plan number
- 003
- Location
- Shenandoah, IA
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,884,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,884,368
- Employer contributions
- $778,878
- Participant contributions
- $1,430,532
- Total income / additions
- $5,257,745
- Benefits paid
- $1,801,414
- Administrative expenses
- $126,709
- Total expenses
- $1,957,207
- Net increase / (decrease)
- $3,300,538
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | VENDOR | $56,976 | $1,011 |
| Wealthplan Partners, Inc. | ADVISORY | $43,166 | not reported in the loaded dataset |
| Benefit Plans, Inc | TPA | $26,567 | not reported in the loaded dataset |