Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(B) — Form 5500 plan (Morris Hospital & Healthcare Centers)

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, Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(B) is a benefit plan reported by Morris Hospital & Healthcare Centers under EIN 36-2170155 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,625 participants and $102,761,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morris Hospital & Healthcare Centers
EIN
36-2170155
Plan number
004
Plan type
2
Location
Morris, IL
Latest filing year
2023
Participants
1,625
End-of-year plan assets
$102,761,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,625H, C20240726111046NAL0015334401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,761,705
Total liabilities (EOY)
$0
Net assets (EOY)
$102,761,705
Net assets (BOY)
$85,484,801

Income & contributions

Employer contributions
$2,068,528
Participant contributions
$6,174,695
Total contributions
$9,796,310
Total income / additions
$24,276,106

Expenses & distributions

Benefits paid
$6,799,466
Administrative expenses
$185,389
Total expenses
$6,999,202
Net increase / (decrease)
$17,276,904

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cerity PartnersINVESTMENT ADVISORY$94,975not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$90,414$02023

Related Form 5500 pages