Knoxville Hospital And Clinics Tax Sheltered Annuity Plan — Form 5500 plan (Knoxville Hospital And Clinics)
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, Knoxville Hospital And Clinics Tax Sheltered Annuity Plan is a benefit plan reported by Knoxville Hospital And Clinics under EIN 42-1087612 and plan number 002. The latest loaded filing year is 2023. The filing reports 335 participants and $14,436,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Knoxville Hospital And Clinics
- EIN
- 42-1087612
- Plan number
- 002
- Plan type
- 2
- Location
- Knoxville, IA
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $14,436,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20240724141952NAL0021899040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,436,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,436,092
- Net assets (BOY)
- $11,838,850
Income & contributions
- Employer contributions
- $575,189
- Participant contributions
- $1,030,399
- Total contributions
- $1,637,203
- Total income / additions
- $4,018,710
Expenses & distributions
- Benefits paid
- $1,310,754
- Administrative expenses
- $110,714
- Total expenses
- $1,421,468
- Net increase / (decrease)
- $2,597,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Finway Group | CONTRACT ADMIN | $41,140 | not reported in the loaded dataset | 2023 |
| Woodbury Financial Services Inc | INVESTMENT ADVISOR | $38,562 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,635 | $0 | 2023 |
| Pensionmark Financial Group | OTHER | $6,445 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Knoxville Hospital And Clinics
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Knoxville, IA
- The Finway Group — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation