Plan5500

Freeman Employee Savings 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 Employee Savings Plan is a benefit plan reported by Freeman Health System under EIN 43-1704371 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,133 participants and $186,691,220 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
002
Plan type
2
Location
Joplin, MO
Latest filing year
2023
Participants
5,133
End-of-year plan assets
$186,691,220

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,133H, C20240930110202NAL0005454513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$186,691,220
Total liabilities (EOY)
$0
Net assets (EOY)
$186,691,220
Net assets (BOY)
$163,204,879

Income & contributions

Employer contributions
$2,419
Participant contributions
$15,157,267
Total contributions
$15,784,891
Total income / additions
$41,772,131

Expenses & distributions

Benefits paid
$17,631,344
Administrative expenses
$549,620
Total expenses
$18,285,790
Net increase / (decrease)
$23,486,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$401,702$02023
Pension Consultants IncCONSULTANT$120,697not reported in the loaded dataset2023
Forvis, LlpSERVICE PROVIDER$27,221not reported in the loaded dataset2023

Related Form 5500 pages