Cumberland Healthcare 403(B) Plan — Form 5500 plan (Cumberland Healthcare)
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, Cumberland Healthcare 403(B) Plan is a benefit plan reported by Cumberland Healthcare under EIN 39-0831153 and plan number 003. The latest loaded filing year is 2023. The filing reports 302 participants and $16,755,715 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cumberland Healthcare
- EIN
- 39-0831153
- Plan number
- 003
- Plan type
- 2
- Location
- Cumberland, WI
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $16,755,715
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20241212090836NAL0018943840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,755,715
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,755,715
- Net assets (BOY)
- $15,156,584
Income & contributions
- Employer contributions
- $350,954
- Participant contributions
- $1,007,256
- Total contributions
- $1,807,654
- Total income / additions
- $3,810,631
Expenses & distributions
- Benefits paid
- $2,151,427
- Administrative expenses
- $58,658
- Total expenses
- $2,211,500
- Net increase / (decrease)
- $1,599,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,657 | $0 | 2023 |
| American Portfolios Advisors, Inc | INVESTMENT ADVISORY | $0 | $30,952 | 2023 |