Plan5500

Iowa Health System Tax Deferred Section 403(B) Plan — Form 5500 plan (Iowa Health System)

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, Iowa Health System Tax Deferred Section 403(B) Plan is a benefit plan reported by Iowa Health System under EIN 42-1435199 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,244 participants and $65,010,169 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$65MPlan net assets, end of year$65,010,169
Participants1.2KCovered participants reported1,244
Assets / participant$52.3KComputed: assets ÷ participants$52,259 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
Plan sponsor
Iowa Health System
EIN
42-1435199
Plan number
002
Plan type
2
Location
West Des Moines, IA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,244 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$65M total assets
Net assets$65MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$8.7M
Benefits paid / distributions$8.7M
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$65,010,169
Total liabilities (EOY)
$0
Net assets (EOY)
$65,010,169
Net assets (BOY)
$64,015,939

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$9,667,769

Expenses & distributions

Benefits paid
$8,695,366
Administrative expenses
-$22,509
Total expenses
$8,673,539
Net increase / (decrease)
$994,230
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income90%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Strategic Advisors, Inc.$16.8K
    ADVISOR · Direct $16.8K
  2. 2
    Fidelity Investments Institutional-$39.3K
    RECORDKEEPER · Direct -$39.3K · Indirect $0

Related Form 5500 pages