Riverview Healthcare Association Tax Deferred Annuity Plan — Form 5500 plan (Riverview Healthcare Association)
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, Riverview Healthcare Association Tax Deferred Annuity Plan is a benefit plan reported by Riverview Healthcare Association under EIN 41-0724029 and plan number 012. The latest loaded filing year is 2023. The filing reports 469 participants and $23,035,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riverview Healthcare Association
- EIN
- 41-0724029
- Plan number
- 012
- Plan type
- 2
- Location
- Crookston, MN
- Latest filing year
- 2023
- Participants
- 469
- End-of-year plan assets
- $23,035,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 469 | H, C | 20241014124636NAL0014945299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,035,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,035,021
- Net assets (BOY)
- $20,660,828
Income & contributions
- Employer contributions
- $1,028,036
- Participant contributions
- $1,464,914
- Total contributions
- $2,508,137
- Total income / additions
- $5,916,158
Expenses & distributions
- Benefits paid
- $3,471,811
- Administrative expenses
- $69,463
- Total expenses
- $3,541,965
- Net increase / (decrease)
- $2,374,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $69,463 | not reported in the loaded dataset | 2023 |