Rogers Memorial Hospital, Inc. 401(K) Plan — Form 5500 plan (Rogers Memorial Hospital, 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, Rogers Memorial Hospital, Inc. 401(K) Plan is a benefit plan reported by Rogers Memorial Hospital, Inc under EIN 39-1139101 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,936 participants and $128,278,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rogers Memorial Hospital, Inc
- EIN
- 39-1139101
- Plan number
- 002
- Plan type
- 2
- Location
- Oconomowoc, WI
- Latest filing year
- 2023
- Participants
- 4,936
- End-of-year plan assets
- $128,278,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,936 | H, C | 20241015150343NAL0030087665003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,278,325
- Net assets (EOY)
- $128,278,325
- Net assets (BOY)
- $103,032,307
Income & contributions
- Employer contributions
- $6,438,812
- Participant contributions
- $11,586,856
- Total contributions
- $19,535,282
- Total income / additions
- $39,410,816
Expenses & distributions
- Benefits paid
- $13,755,527
- Administrative expenses
- $389,926
- Total expenses
- $14,164,798
- Net increase / (decrease)
- $25,246,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $350,236 | $0 | 2023 |
| Marquette Associates Inc. | CONSULTANT | $33,750 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $158 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rogers Memorial Hospital, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oconomowoc, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Marquette Associates Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation