Cherokee Regional Medical Center Tax Deferred Annuity Plan — Form 5500 plan (Cherokee Regional Medical 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, Cherokee Regional Medical Center Tax Deferred Annuity Plan is a benefit plan reported by Cherokee Regional Medical Center under EIN 42-0707096 and plan number 004. The latest loaded filing year is 2023. The filing reports 425 participants and $19,745,932 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cherokee Regional Medical Center
- EIN
- 42-0707096
- Plan number
- 004
- Plan type
- 2
- Location
- Cherokee, IA
- Latest filing year
- 2023
- Participants
- 425
- End-of-year plan assets
- $19,745,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 425 | H, C | 20241009125250NAL0032666464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,745,932
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,745,932
- Net assets (BOY)
- $16,316,357
Income & contributions
- Employer contributions
- $723,620
- Participant contributions
- $1,269,918
- Total contributions
- $2,072,919
- Total income / additions
- $4,799,295
Expenses & distributions
- Benefits paid
- $1,313,835
- Administrative expenses
- $54,086
- Total expenses
- $1,369,720
- Net increase / (decrease)
- $3,429,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,086 | $0 | 2023 |
| Usi Advisors Inc | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $0 | $33 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cherokee Regional Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cherokee, IA
- Empower Annuity Insurance Company O — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation