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, St. Francis Health Services Of Morris Tax Deferred Annuity Plan is a benefit plan reported by St Francis Health Services Of Morris Inc. under EIN 41-1484416 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,257 participants and $16,250,208 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,250,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,250,208
- Net assets (BOY)
- $13,435,680
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,564,375
- Total contributions
- $1,813,734
- Total income / additions
- $4,130,597
Expenses & distributions
- Benefits paid
- $1,306,797
- Administrative expenses
- $9,272
- Total expenses
- $1,316,069
- Net increase / (decrease)
- $2,814,528