Shenandoah Medical Center 403b Plan — Form 5500 plan (Shenandoah 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, Shenandoah Medical Center 403b Plan is a benefit plan reported by Shenandoah Medical Center under EIN 42-1101835 and plan number 003. The latest loaded filing year is 2023. The filing reports 407 participants and $18,884,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shenandoah Medical Center
- EIN
- 42-1101835
- Plan number
- 003
- Plan type
- 2
- Location
- Shenandoah, IA
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $18,884,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20241114102905NAL0038548866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,884,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,884,368
- Net assets (BOY)
- $15,583,830
Income & contributions
- Employer contributions
- $778,878
- Participant contributions
- $1,430,532
- Total contributions
- $2,676,756
- Total income / additions
- $5,257,745
Expenses & distributions
- Benefits paid
- $1,801,414
- Administrative expenses
- $126,709
- Total expenses
- $1,957,207
- Net increase / (decrease)
- $3,300,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | VENDOR | $56,976 | $1,011 | 2023 |
| Wealthplan Partners, Inc. | ADVISORY | $43,166 | not reported in the loaded dataset | 2023 |
| Benefit Plans, Inc | TPA | $26,567 | not reported in the loaded dataset | 2023 |