Sihf Healthcare Savings And Investment Plan — Form 5500 plan (Southern Illinois Healthcare Foundation, Inc. Dba Sihf Healthcare)

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, Sihf Healthcare Savings And Investment Plan is a benefit plan reported by Southern Illinois Healthcare Foundation, Inc. Dba Sihf Healthcare under EIN 37-1158318 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,071 participants and $64,756,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Illinois Healthcare Foundation, Inc. Dba Sihf Healthcare
EIN
37-1158318
Plan number
002
Plan type
2
Location
Centreville, IL
Latest filing year
2023
Participants
1,071
End-of-year plan assets
$64,756,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,071H, C20241004080845NAL0019955248001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,756,314
Total liabilities (EOY)
$0
Net assets (EOY)
$64,756,314
Net assets (BOY)
$57,596,063

Income & contributions

Employer contributions
$1,704,189
Participant contributions
$3,537,359
Total contributions
$6,486,447
Total income / additions
$14,045,825

Expenses & distributions

Benefits paid
$6,719,678
Administrative expenses
$165,774
Total expenses
$6,885,574
Net increase / (decrease)
$7,160,251

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$165,773$02023
Raymond James & Associates, Inc.INVESTMENT ADVISORY$0$86,6362023

Related Form 5500 pages