Hegg Memorial Health Center Retirement Plan — Form 5500 plan (Hegg Memorial Health 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, Hegg Memorial Health Center Retirement Plan is a benefit plan reported by Hegg Memorial Health Center under EIN 42-0932564 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $9,009,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hegg Memorial Health Center
- EIN
- 42-0932564
- Plan number
- 001
- Plan type
- 2
- Location
- Little Chute, WI
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $9,009,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20240923155834NAL0015727920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,009,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,009,057
- Net assets (BOY)
- $7,206,140
Income & contributions
- Employer contributions
- $340,455
- Participant contributions
- $666,914
- Total contributions
- $1,273,066
- Total income / additions
- $2,449,699
Expenses & distributions
- Benefits paid
- $588,656
- Administrative expenses
- $58,126
- Total expenses
- $646,782
- Net increase / (decrease)
- $1,802,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $1,152 | $0 | 2023 |