Southeasthealth Retirement Plan — Form 5500 plan (Southeast Missouri Hospital Association)

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, Southeasthealth Retirement Plan is a benefit plan reported by Southeast Missouri Hospital Association under EIN 43-0654874 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,745 participants and $106,128,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southeast Missouri Hospital Association
EIN
43-0654874
Plan number
005
Plan type
2
Location
Cape Girardeau, MO
Latest filing year
2023
Participants
2,745
End-of-year plan assets
$106,128,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,745H, C20241008152052NAL0008515011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,128,225
Total liabilities (EOY)
$0
Net assets (EOY)
$106,128,225
Net assets (BOY)
$91,320,688

Income & contributions

Employer contributions
$2,765,135
Participant contributions
$7,814,801
Total contributions
$11,366,074
Total income / additions
$26,615,461

Expenses & distributions

Benefits paid
$11,564,442
Administrative expenses
$243,482
Total expenses
$11,807,924
Net increase / (decrease)
$14,807,537

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$163,264not reported in the loaded dataset2023
Concord Advisory Group Ltd.NONE$80,218not reported in the loaded dataset2023

Related Form 5500 pages