Black River Memorial Hospital Retirement Savings Plan — Form 5500 plan (Black River 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, Black River Memorial Hospital Retirement Savings Plan is a benefit plan reported by Black River Memorial Hospital under EIN 39-1027536 and plan number 002. The latest loaded filing year is 2023. The filing reports 417 participants and $35,424,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Black River Memorial Hospital
- EIN
- 39-1027536
- Plan number
- 002
- Plan type
- 2
- Location
- Black River Falls, WI
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $35,424,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20241004131122NAL0006720723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,424,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,424,368
- Net assets (BOY)
- $33,231,925
Income & contributions
- Employer contributions
- $1,220,759
- Participant contributions
- $1,683,764
- Total contributions
- $2,911,211
- Total income / additions
- $7,663,367
Expenses & distributions
- Benefits paid
- $5,343,187
- Administrative expenses
- $127,737
- Total expenses
- $5,470,924
- Net increase / (decrease)
- $2,192,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orgel Wealth Management | INVESTMENT ADVISOR | $65,921 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | RECORDKEEPER | $59,914 | not reported in the loaded dataset | 2023 |