Great River Health System, Inc. 401(K) Retirement Plan — Form 5500 plan (Great River Health System, 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, Great River Health System, Inc. 401(K) Retirement Plan is a benefit plan reported by Great River Health System, Inc. under EIN 42-1193185 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,472 participants and $159,092,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great River Health System, Inc.
- EIN
- 42-1193185
- Plan number
- 002
- Plan type
- 2
- Location
- West Burlington, IA
- Latest filing year
- 2023
- Participants
- 2,472
- End-of-year plan assets
- $159,092,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,472 | H, C | 20240821080157NAL0003709201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,092,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,092,240
- Net assets (BOY)
- $130,431,218
Income & contributions
- Employer contributions
- $5,605,477
- Participant contributions
- $10,526,004
- Total contributions
- $18,819,524
- Total income / additions
- $43,697,576
Expenses & distributions
- Benefits paid
- $14,678,753
- Administrative expenses
- $311,090
- Total expenses
- $15,036,554
- Net increase / (decrease)
- $28,661,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $176,539 | $0 | 2023 |
| Mercer Investments LLC | CONSULTANT | $119,249 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,241 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen | ACCOUNTANT/AUDITOR | $7,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Great River Health System, 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
- Strategic Advisors, Inc. — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation