Sarah Bush Lincoln Health Center Employee Retirement Plan — Form 5500 plan (Sarah Bush Lincoln 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, Sarah Bush Lincoln Health Center Employee Retirement Plan is a benefit plan reported by Sarah Bush Lincoln Health Center under EIN 23-7098532 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,333 participants and $294,557,451 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sarah Bush Lincoln Health Center
EIN
23-7098532
Plan number
003
Plan type
2
Location
Mattoon, IL
Latest filing year
2023
Participants
3,333
End-of-year plan assets
$294,557,451

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,333H, C20241014131451NAL0027363553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$294,557,451
Total liabilities (EOY)
$0
Net assets (EOY)
$294,557,451
Net assets (BOY)
$241,280,278

Income & contributions

Employer contributions
$5,441,363
Participant contributions
$16,499,725
Total contributions
$25,602,300
Total income / additions
$71,029,128

Expenses & distributions

Benefits paid
$17,552,591
Administrative expenses
$192,086
Total expenses
$17,751,955
Net increase / (decrease)
$53,277,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Mid Wealth ManagementINVESTMENT ADVISOR$350,387not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$158,308$02023

Related Form 5500 pages