Memorial Health Care Systems Tax Deferred Annuity Plan — Form 5500 plan (Memorial Health Care Systems)
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, Memorial Health Care Systems Tax Deferred Annuity Plan is a benefit plan reported by Memorial Health Care Systems under EIN 47-0375220 and plan number 002. The latest loaded filing year is 2023. The filing reports 306 participants and $31,815,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Memorial Health Care Systems
- EIN
- 47-0375220
- Plan number
- 002
- Plan type
- 2
- Location
- Seward, NE
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $31,815,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20240820162106NAL0004952080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,815,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,815,510
- Net assets (BOY)
- $26,558,008
Income & contributions
- Employer contributions
- $665,598
- Participant contributions
- $1,513,755
- Total contributions
- $2,213,328
- Total income / additions
- $6,886,159
Expenses & distributions
- Benefits paid
- $1,589,580
- Administrative expenses
- $39,077
- Total expenses
- $1,628,657
- Net increase / (decrease)
- $5,257,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $40,594 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,076 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |