Fort Healthcare, Inc. Savings Plan — Form 5500 plan (Fort Healthcare, Inc.)
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, Fort Healthcare, Inc. Savings Plan is a benefit plan reported by Fort Healthcare, Inc. under EIN 39-0286215 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,112 participants and $117,646,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fort Healthcare, Inc.
- EIN
- 39-0286215
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Atkinson, WI
- Latest filing year
- 2023
- Participants
- 1,112
- End-of-year plan assets
- $117,646,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,112 | H, C | 20241011150915NAL0037390144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,646,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,646,876
- Net assets (BOY)
- $104,189,870
Income & contributions
- Employer contributions
- $2,098,818
- Participant contributions
- $4,935,520
- Total contributions
- $7,852,379
- Total income / additions
- $25,882,208
Expenses & distributions
- Benefits paid
- $12,278,542
- Administrative expenses
- $146,660
- Total expenses
- $12,425,202
- Net increase / (decrease)
- $13,457,006
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $146,659 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $1,881 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fort Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fort Atkinson, WI
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation