St Benedict Health Center Tax Deferred Annuity Plan — Form 5500 plan (St Benedict Health Center)
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, St Benedict Health Center Tax Deferred Annuity Plan is a benefit plan reported by St Benedict Health Center under EIN 46-0226738 and plan number 004. The latest loaded filing year is 2023. The filing reports 158 participants and $6,937,640 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.9MPlan net assets, end of year$6,937,640
Participants158Covered participants reported
Assets / participant$43.9KComputed: assets ÷ participants$43,909 (computed)
Provider compensation$45K1 Schedule C provider row(s)$44,982
- Plan sponsor
- St Benedict Health Center
- EIN
- 46-0226738
- Plan number
- 004
- Plan type
- 2
- Location
- Parkston, SD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20240919103353NAL0006002257001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,937,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,937,640
- Net assets (BOY)
- $6,377,376
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $984,495
Expenses & distributions
- Benefits paid
- $423,683
- Administrative expenses
- $548
- Total expenses
- $424,231
- Net increase / (decrease)
- $560,264
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $548 | $44,434 | 2023 |