Plan5500

Freeman Retirement Plan — Form 5500 plan (Freeman 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, Freeman Retirement Plan is a benefit plan reported by Freeman Health System under EIN 43-1704371 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,935 participants and $107,531,393 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Freeman Health System
EIN
43-1704371
Plan number
001
Plan type
2
Location
Joplin, MO
Latest filing year
2023
Participants
4,935
End-of-year plan assets
$107,531,393

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,935H, C20240930110612NAL0010994290001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,531,393
Total liabilities (EOY)
$0
Net assets (EOY)
$107,531,393
Net assets (BOY)
$94,810,718

Income & contributions

Employer contributions
$6,150,800
Total contributions
$6,157,744
Total income / additions
$20,106,580

Expenses & distributions

Benefits paid
$7,072,984
Administrative expenses
$312,921
Total expenses
$7,385,905
Net increase / (decrease)
$12,720,675

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$225,945$02023
Pension Consultants IncCONSULTANT$67,288not reported in the loaded dataset2023
Forvis, LlpSERVICE PROVIDER$19,688not reported in the loaded dataset2023

Related Form 5500 pages