Siu P & S Retirement Plan — Form 5500 plan (Siu Physicians & Surgeons)
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, Siu P & S Retirement Plan is a benefit plan reported by Siu Physicians & Surgeons under EIN 36-4143823 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $105,306,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siu Physicians & Surgeons
- EIN
- 36-4143823
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, IL
- Latest filing year
- 2023
- Participants
- 391
- End-of-year plan assets
- $105,306,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 391 | H, C | 20250314075346NAL0022306593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,306,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,306,162
- Net assets (BOY)
- $93,628,288
Income & contributions
- Employer contributions
- $5,783,382
- Participant contributions
- $0
- Total contributions
- $5,788,383
- Total income / additions
- $20,342,304
Expenses & distributions
- Benefits paid
- $8,648,041
- Administrative expenses
- $16,389
- Total expenses
- $8,664,430
- Net increase / (decrease)
- $11,677,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $31,018 | $0 | 2023 |