Southeast Iowa Regional Medical Center 403(B) — Form 5500 plan (Southeast Iowa Regional Medical Center, 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, Southeast Iowa Regional Medical Center 403(B) is a benefit plan reported by Southeast Iowa Regional Medical Center, Inc. under EIN 42-0680407 and plan number 001. The latest loaded filing year is 2023. The filing reports 719 participants and $85,821,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Iowa Regional Medical Center, Inc.
- EIN
- 42-0680407
- Plan number
- 001
- Plan type
- 2
- Location
- West Burlington, IA
- Latest filing year
- 2023
- Participants
- 719
- End-of-year plan assets
- $85,821,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 719 | H, C | 20240821080747NAL0001885635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,821,548
- Total liabilities (EOY)
- $174
- Net assets (EOY)
- $85,821,374
- Net assets (BOY)
- $83,509,535
Income & contributions
- Employer contributions
- $619,555
- Participant contributions
- $990,048
- Total contributions
- $1,631,735
- Total income / additions
- $13,843,066
Expenses & distributions
- Benefits paid
- $11,386,774
- Administrative expenses
- $144,943
- Total expenses
- $11,531,227
- Net increase / (decrease)
- $2,311,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $74,602 | $0 | 2023 |
| Mercer Investments LLC | CONSULTANT | $57,445 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen | ACCOUNTANT/AUDITOR | $7,350 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,546 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeast Iowa Regional Medical Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in West Burlington, IA
- Fidelity Investments Institutional — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation