Midamerica Health 401(K) Plan — Form 5500 plan (Midamerica Health, Inc.)
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, Midamerica Health 401(K) Plan is a benefit plan reported by Midamerica Health, Inc. under EIN 35-1681811 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $7,997,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midamerica Health, Inc.
- EIN
- 35-1681811
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood, IN
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $7,997,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20240904144223NAL0011197283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,997,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,997,551
- Net assets (BOY)
- $7,103,487
Income & contributions
- Participant contributions
- $902,453
- Total contributions
- $908,295
- Total income / additions
- $2,038,919
Expenses & distributions
- Benefits paid
- $1,074,428
- Administrative expenses
- $70,427
- Total expenses
- $1,144,855
- Net increase / (decrease)
- $894,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,849 | $0 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $3,594 | $15,583 | 2023 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $13,537 | $0 | 2023 |
| Retirement Plan Concepts & Svcs | RECORDKEEPER | $375 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midamerica Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Greenwood, IN
- Principal Life Insurance Company — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- Transamerica Life Insurance Co. — Schedule C compensation
- Retirement Plan Concepts & Svcs — Schedule C compensation