Burnett Medical Center 401(K) Plan — Form 5500 plan (Burnett Medical Center, 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, Burnett Medical Center 401(K) Plan is a benefit plan reported by Burnett Medical Center, Inc. under EIN 39-0938661 and plan number 002. The latest loaded filing year is 2023. The filing reports 206 participants and $4,168,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burnett Medical Center, Inc.
- EIN
- 39-0938661
- Plan number
- 002
- Plan type
- 2
- Location
- Grantsburg, WI
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $4,168,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20240926101332NAL0000295107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,168,677
- Net assets (EOY)
- $4,168,677
- Net assets (BOY)
- $2,718,880
Income & contributions
- Employer contributions
- $232,496
- Participant contributions
- $668,583
- Total contributions
- $1,541,074
- Total income / additions
- $2,065,559
Expenses & distributions
- Benefits paid
- $594,930
- Administrative expenses
- $20,832
- Total expenses
- $615,762
- Net increase / (decrease)
- $1,449,797
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $10,566 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $6,835 | $0 | 2023 |
| Pension Consultants Co., Inc. | CONTRACT ADMIN | $4,374 | $1,709 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,153 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burnett Medical Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Grantsburg, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Pension Consultants Co., Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation