St. Camillus Retirement Savings Plan — Form 5500 plan (St. Camillus Health System, 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, St. Camillus Retirement Savings Plan is a benefit plan reported by St. Camillus Health System, Inc. under EIN 39-0806167 and plan number 001. The latest loaded filing year is 2023. The filing reports 628 participants and $14,776,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Camillus Health System, Inc.
EIN
39-0806167
Plan number
001
Plan type
2
Location
Wauwatosa, WI
Latest filing year
2023
Participants
628
End-of-year plan assets
$14,776,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023628H, C20250715085159NAL0001850657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,776,115
Total liabilities (EOY)
$0
Net assets (EOY)
$14,776,115
Net assets (BOY)
$14,001,415

Income & contributions

Employer contributions
$405,663
Participant contributions
$1,202,418
Total contributions
$1,616,548
Total income / additions
$4,197,742

Expenses & distributions

Benefits paid
$3,350,280
Administrative expenses
$69,946
Total expenses
$3,423,042
Net increase / (decrease)
$774,700

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$47,563$02023
Sageview Advisory GroupINVESTMENT ADVISORY$22,383not reported in the loaded dataset2023

Related Form 5500 pages