Saint Francis Healthcare System Tax Deferred Annuity Plan — Form 5500 plan (Saint Francis Healthcare 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, Saint Francis Healthcare System Tax Deferred Annuity Plan is a benefit plan reported by Saint Francis Healthcare System under EIN 43-0662499 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,338 participants and $218,592,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Francis Healthcare System
- EIN
- 43-0662499
- Plan number
- 001
- Plan type
- 2
- Location
- Cape Girardeau, MO
- Latest filing year
- 2023
- Participants
- 4,338
- End-of-year plan assets
- $218,592,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,338 | H, C | 20250414102617NAL0000710195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $218,592,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $218,592,407
- Net assets (BOY)
- $188,594,229
Income & contributions
- Employer contributions
- $13,361,083
- Participant contributions
- $10,083,982
- Total contributions
- $26,107,836
- Total income / additions
- $52,259,559
Expenses & distributions
- Benefits paid
- $21,812,942
- Administrative expenses
- $349,136
- Total expenses
- $22,261,381
- Net increase / (decrease)
- $29,998,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $326,375 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $5,311 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saint Francis Healthcare System
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Cape Girardeau, MO
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation