Hills And Dales General Hospital, Inc. Tax Deferred Retirement Savings Plan — Form 5500 plan (Hills & Dales General Hospital)
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, Hills And Dales General Hospital, Inc. Tax Deferred Retirement Savings Plan is a benefit plan reported by Hills & Dales General Hospital under EIN 38-1619577 and plan number 007. The latest loaded filing year is 2023. The filing reports 536 participants and $17,930,212 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.9MPlan net assets, end of year$17,930,212
Participants536Covered participants reported
Assets / participant$33.5KComputed: assets ÷ participants$33,452 (computed)
Provider compensation$52.8K3 Schedule C provider row(s)$52,824
- Plan sponsor
- Hills & Dales General Hospital
- EIN
- 38-1619577
- Plan number
- 007
- Plan type
- 2
- Location
- Cass City, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20241009085634NAL0018058881001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$17.9M total assets
Net assets$17.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $17,930,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,930,212
- Net assets (BOY)
- $14,411,799
Income & contributions
- Employer contributions
- $1,023,656
- Participant contributions
- $1,787,056
- Total contributions
- $2,974,900
- Total income / additions
- $5,037,577
Expenses & distributions
- Benefits paid
- $1,490,440
- Administrative expenses
- $18,794
- Total expenses
- $1,519,164
- Net increase / (decrease)
- $3,518,413
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment Svcs | BROKER/ADVISER | $0 | $34,030 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,790 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hills & Dales General Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Cass City, MI
- Northwestern Mutual Investment Svcs — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation