Ozarks Healthcare 403(B) Plan — Form 5500 plan (Ozarks Healthcare)

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, Ozarks Healthcare 403(B) Plan is a benefit plan reported by Ozarks Healthcare under EIN 44-6005758 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,702 participants and $50,601,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ozarks Healthcare
EIN
44-6005758
Plan number
001
Plan type
2
Location
West Plains, MO
Latest filing year
2023
Participants
1,702
End-of-year plan assets
$50,601,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,702H, C20250811062718NAL0008316480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,601,514
Total liabilities (EOY)
$0
Net assets (EOY)
$50,601,514
Net assets (BOY)
$48,113,608

Income & contributions

Employer contributions
$1,340,294
Participant contributions
$3,464,865
Total contributions
$4,922,028
Total income / additions
$10,940,837

Expenses & distributions

Benefits paid
$8,302,011
Administrative expenses
$135,556
Total expenses
$8,452,931
Net increase / (decrease)
$2,487,906

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tfb Advisors, LLCNONE$73,842not reported in the loaded dataset2023
Oneamerica Financial Services, LlpNONE$40,024not reported in the loaded dataset2023
Valic Retirement Services CompanyNONE$21,690$02023

Related Form 5500 pages