Tomah Health Retirement Plan — Form 5500 plan (Tomah Memorial 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, Tomah Health Retirement Plan is a benefit plan reported by Tomah Memorial Hospital under EIN 39-0799566 and plan number 001. The latest loaded filing year is 2023. The filing reports 487 participants and $30,925,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tomah Memorial Hospital
- EIN
- 39-0799566
- Plan number
- 001
- Plan type
- 2
- Location
- Tomah, WI
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $30,925,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20241011113746NAL0021777425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,925,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,925,030
- Net assets (BOY)
- $25,970,658
Income & contributions
- Employer contributions
- $885,568
- Participant contributions
- $2,178,714
- Total contributions
- $3,086,302
- Total income / additions
- $7,409,586
Expenses & distributions
- Benefits paid
- $2,349,059
- Administrative expenses
- $101,012
- Total expenses
- $2,455,214
- Net increase / (decrease)
- $4,954,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $54,776 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $46,235 | $0 | 2023 |