Alivio Medical Center 403(B) Plan — Form 5500 plan (Alivio Medical 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, Alivio Medical Center 403(B) Plan is a benefit plan reported by Alivio Medical Center under EIN 36-3661051 and plan number 002. The latest loaded filing year is 2023. The filing reports 323 participants and $7,517,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alivio Medical Center
- EIN
- 36-3661051
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $7,517,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20241015091426NAL0016040307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,517,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,517,004
- Net assets (BOY)
- $6,024,620
Income & contributions
- Employer contributions
- $84,402
- Participant contributions
- $690,580
- Total contributions
- $787,994
- Total income / additions
- $1,894,448
Expenses & distributions
- Benefits paid
- $351,417
- Administrative expenses
- $50,148
- Total expenses
- $402,064
- Net increase / (decrease)
- $1,492,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Toroso Investment LLC | INVESTMENT ADVISORY | $38,875 | $0 | 2023 |
| Dubuque Bank & Trust | NONE | $11,269 | $0 | 2023 |