Eastern Iowa Health Center Retirement Savings Plan — Form 5500 plan (Eastern Iowa Health Center)
Plain-English plan 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, Eastern Iowa Health Center Retirement Savings Plan is a benefit plan reported by Eastern Iowa Health Center under EIN 20-2405575 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $5,474,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastern Iowa Health Center
- EIN
- 20-2405575
- Plan number
- 002
- Plan type
- 2
- Location
- Cedar Rapids, IA
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $5,474,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20240826091721NAL0005401219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,474,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,474,030
- Net assets (BOY)
- $5,051,491
Income & contributions
- Employer contributions
- $298,555
- Participant contributions
- $570,563
- Total contributions
- $883,192
- Total income / additions
- $1,699,156
Expenses & distributions
- Benefits paid
- $1,257,689
- Administrative expenses
- $18,928
- Total expenses
- $1,276,617
- Net increase / (decrease)
- $422,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,927 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $6,843 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eastern Iowa Health Center
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cedar Rapids, IA
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation