Plan5500

Iowa Health System Defined Benefit Master Trust — 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 Defined Benefit Master Trust is a benefit plan reported by Iowa Health System under EIN 42-1435199 and plan number 101. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $137,533,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iowa Health System
EIN
42-1435199
Plan number
101
Plan type
4
Location
West Des Moines, IA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$137,533,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241010113715NAL0009951891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$137,533,854
Total liabilities (EOY)
$0
Net assets (EOY)
$137,533,854
Net assets (BOY)
$137,701,850

Income & contributions

Total contributions
$0
Total income / additions
$9,601,663

Expenses & distributions

Benefits paid
$0
Administrative expenses
$610,797
Total expenses
$610,797
Net increase / (decrease)
$8,990,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoNONE$360,985not reported in the loaded dataset2023
Sei Private Trust CompanyNONE$304,813not reported in the loaded dataset2023

Related Form 5500 pages