Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan — Form 5500 plan (Kittson Memorial Hospital 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, Kittson Memorial Hospital Association Dba Kittson Healthcare Tax Deferred Annuity Plan is a benefit plan reported by Kittson Memorial Hospital Association under EIN 41-0724034 and plan number 003. The latest loaded filing year is 2023. The filing reports 255 participants and $4,712,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kittson Memorial Hospital Association
- EIN
- 41-0724034
- Plan number
- 003
- Plan type
- 2
- Location
- Hallock, MN
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $4,712,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241015094423NAL0056841762001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,712,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,712,630
- Net assets (BOY)
- $4,280,906
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $329,663
- Total contributions
- $329,663
- Total income / additions
- $1,010,172
Expenses & distributions
- Benefits paid
- $577,237
- Administrative expenses
- $1,211
- Total expenses
- $578,448
- Net increase / (decrease)
- $431,724
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,361 | $21,855 | 2023 |