Citizens Memorial Health Care System Matched Savings Plan — Form 5500 plan (Citizens Memorial Hospital District)
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, Citizens Memorial Health Care System Matched Savings Plan is a benefit plan reported by Citizens Memorial Hospital District under EIN 43-1142176 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,717 participants and $75,968,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens Memorial Hospital District
- EIN
- 43-1142176
- Plan number
- 004
- Plan type
- 2
- Location
- Bolivar, MO
- Latest filing year
- 2023
- Participants
- 2,717
- End-of-year plan assets
- $75,968,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,717 | H, C | 20241007182641NAL0028177472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,968,151
- Net assets (EOY)
- $75,968,151
- Net assets (BOY)
- $62,022,562
Income & contributions
- Employer contributions
- $1,011,787
- Participant contributions
- $8,199,510
- Total contributions
- $9,851,881
- Total income / additions
- $20,570,483
Expenses & distributions
- Benefits paid
- $6,348,811
- Administrative expenses
- $88,396
- Total expenses
- $6,437,207
- Net increase / (decrease)
- $14,133,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $116,449 | $0 | 2023 |
| Prime Capital Investment Adv | SECURITIES BROKER | $5,086 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $563 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citizens Memorial Hospital District
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Bolivar, MO
- Transamerica Retirement Solutions — Schedule C compensation
- Prime Capital Investment Adv — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation