2023 Form 5500 filing — Mckenzie County Healthcare Systems, Inc. 403(B) 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 20250722174956NAL0003125489001) for Mckenzie County Healthcare Systems, Inc. 403(B) Plan, reported by Mckenzie County Healthcare Systems, Inc. under EIN 77-0637498 and plan number 001. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250722174956NAL0003125489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mckenzie County Healthcare Systems, Inc.
- EIN
- 77-0637498
- Plan number
- 001
- Location
- Watford City, ND
- Participants
- 421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,366,659
- Net assets (EOY)
- $10,366,659
- Employer contributions
- $844,557
- Participant contributions
- $1,068,761
- Total income / additions
- $3,377,940
- Benefits paid
- $856,583
- Administrative expenses
- $25,526
- Total expenses
- $882,109
- Net increase / (decrease)
- $2,495,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,501 | $0 |
| First International Bank & Trust | INVESTMENT ADVISOR | $21,044 | $0 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $19,129 | $0 |
| First International Bank & Trust | INVESTMENT ADVISOR | $3,619 | $0 |
| Alger | INVESTMENT PROVIDER | $0 | $0 |
| Invesco | INVESTMENT PROVIDER | $0 | $0 |
| Victory | INVESTMENT PROVIDER | $0 | $0 |
| Columbia | INVESTMENT PROVIDER | $0 | $0 |
| Legg Mason | INVESTMENT PROVIDER | $0 | $0 |
| Eaton Vance | INVESTMENT PROVIDER | $0 | $0 |
| T. Rowe Price | INVESTMENT PROVIDER | $0 | $0 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 |
| American Century | INVESTMENT PROVIDER | $0 | $0 |
| Franklin Templeton | INVESTMENT PROVIDER | $0 | $0 |
| Mfs Investment Management | INVESTMENT PROVIDER | $0 | $0 |
| Envestnet Retirement Solutions, LLC | INVESTMENT PROVIDER | $0 | $0 |