Grant Regional Health Center Retirement Plan — Form 5500 plan (Grant Regional Health Center)
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, Grant Regional Health Center Retirement Plan is a benefit plan reported by Grant Regional Health Center under EIN 39-1834962 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $26,057,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grant Regional Health Center
- EIN
- 39-1834962
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, WI
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $26,057,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20241003141050NAL0004904499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,057,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,057,666
- Net assets (BOY)
- $24,158,422
Income & contributions
- Employer contributions
- $873,572
- Participant contributions
- $1,405,986
- Total contributions
- $2,327,997
- Total income / additions
- $5,665,255
Expenses & distributions
- Benefits paid
- $3,759,605
- Administrative expenses
- $6,406
- Total expenses
- $3,766,011
- Net increase / (decrease)
- $1,899,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Concourse Financial Group Securitie | OTHER SERVICES | $0 | $46,652 | 2023 |
| The Retirement Advantage Inc | OTHER SERVICES | $0 | $22,402 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,406 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grant Regional Health Center
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Lancaster, WI
- Concourse Financial Group Securitie — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation