Phelps Memorial Health Center Tax Sheltered Annuity Plan — Form 5500 plan (Phelps Memorial 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, Phelps Memorial Health Center Tax Sheltered Annuity Plan is a benefit plan reported by Phelps Memorial Health Center under EIN 47-0481628 and plan number 004. The latest loaded filing year is 2023. The filing reports 352 participants and $19,146,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phelps Memorial Health Center
- EIN
- 47-0481628
- Plan number
- 004
- Plan type
- 2
- Location
- Holdrege, NE
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $19,146,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241008111614NAL0016508657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,146,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,146,038
- Net assets (BOY)
- $16,129,921
Income & contributions
- Employer contributions
- $540,728
- Participant contributions
- $1,370,882
- Total contributions
- $2,098,227
- Total income / additions
- $4,555,591
Expenses & distributions
- Benefits paid
- $1,452,575
- Administrative expenses
- $86,899
- Total expenses
- $1,539,474
- Net increase / (decrease)
- $3,016,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $62,668 | $0 | 2023 |
| Commonwealth Financial Network | ADVISOR | $24,231 | not reported in the loaded dataset | 2023 |