Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan — Form 5500 plan (Sauk Prairie 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, Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Sauk Prairie Healthcare, Inc. under EIN 39-0872080 and plan number 002. The latest loaded filing year is 2023. The filing reports 855 participants and $104,931,107 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sauk Prairie Healthcare, Inc.
EIN
39-0872080
Plan number
002
Plan type
2
Location
Prairie Du Sac, WI
Latest filing year
2023
Participants
855
End-of-year plan assets
$104,931,107

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023855H, C20241013183251NAL0051189442001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,931,107
Total liabilities (EOY)
$0
Net assets (EOY)
$104,931,107
Net assets (BOY)
$92,756,742

Income & contributions

Employer contributions
$2,246,383
Participant contributions
$4,347,662
Total contributions
$7,498,038
Total income / additions
$22,010,511

Expenses & distributions

Benefits paid
$9,698,556
Administrative expenses
$137,590
Total expenses
$9,836,146
Net increase / (decrease)
$12,174,365

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$70,802$02023
Veratis Advisors IncCONSULTANT$65,681not reported in the loaded dataset2023

Related Form 5500 pages