Human Service Center 403(B) Retirement Plan — Form 5500 plan (Carle Health)
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, Human Service Center 403(B) Retirement Plan is a benefit plan reported by Carle Health under EIN 37-1004882 and plan number 002. The latest loaded filing year is 2023. The filing reports 437 participants and $5,386,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carle Health
- EIN
- 37-1004882
- Plan number
- 002
- Plan type
- 2
- Location
- Urbana, IL
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $5,386,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20241015123934NAL0049429552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,386,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,386,189
- Net assets (BOY)
- $6,406,615
Income & contributions
- Employer contributions
- $10,834
- Participant contributions
- $0
- Total contributions
- $10,834
- Total income / additions
- $850,635
Expenses & distributions
- Benefits paid
- $1,864,719
- Administrative expenses
- $6,342
- Total expenses
- $1,871,061
- Net increase / (decrease)
- -$1,020,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clifton Larson Allen Wealth Advisor | OTHER | $6,342 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $0 | $0 | 2023 |