Healthcare Information And Management Systems Society 401(K) Plan — Form 5500 plan (Healthcare Information And Management Systems Society)
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, Healthcare Information And Management Systems Society 401(K) Plan is a benefit plan reported by Healthcare Information And Management Systems Society under EIN 36-3906745 and plan number 001. The latest loaded filing year is 2023. The filing reports 421 participants and $42,157,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthcare Information And Management Systems Society
- EIN
- 36-3906745
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 421
- End-of-year plan assets
- $42,157,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 421 | H, C | 20241009123236NAL0009193875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,157,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,157,634
- Net assets (BOY)
- $42,921,833
Income & contributions
- Employer contributions
- $751,963
- Participant contributions
- $1,969,078
- Total contributions
- $3,350,692
- Total income / additions
- $10,306,515
Expenses & distributions
- Benefits paid
- $11,011,062
- Administrative expenses
- $59,652
- Total expenses
- $11,070,714
- Net increase / (decrease)
- -$764,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Lbmc Pc | AUDITOR | $22,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,469 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,683 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthcare Information And Management Systems Society
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Procourse Fiduciary Advisors, LLC — Schedule C compensation
- Lbmc Pc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation