Osceola Medical Center 403(B) Tax Deferred Annuity Plan — Form 5500 plan (Ladd Memorial Hospital Dba Osceola Medical Center)
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, Osceola Medical Center 403(B) Tax Deferred Annuity Plan is a benefit plan reported by Ladd Memorial Hospital Dba Osceola Medical Center under EIN 39-0773970 and plan number 002. The latest loaded filing year is 2023. The filing reports 340 participants and $15,361,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ladd Memorial Hospital Dba Osceola Medical Center
- EIN
- 39-0773970
- Plan number
- 002
- Plan type
- 2
- Location
- Osceola, WI
- Latest filing year
- 2023
- Participants
- 340
- End-of-year plan assets
- $15,361,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20240911131124NAL0011970288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,361,106
- Net assets (EOY)
- $15,361,106
- Net assets (BOY)
- $12,840,114
Income & contributions
- Employer contributions
- $412,282
- Participant contributions
- $1,205,489
- Total contributions
- $1,774,057
- Total income / additions
- $3,928,022
Expenses & distributions
- Benefits paid
- $1,362,016
- Administrative expenses
- $45,014
- Total expenses
- $1,407,030
- Net increase / (decrease)
- $2,520,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,835 | $0 | 2023 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $36,472 | 2023 |
| The Rivergroup Administration Servi | OTHER SERVICES | $0 | $6,363 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $179 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ladd Memorial Hospital Dba Osceola Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Osceola, WI
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Fin Svcs Advisors — Schedule C compensation
- The Rivergroup Administration Servi — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation