Providence Medical Center Tax Deferred Annuity Plan — Form 5500 plan (Providence Medical 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, Providence Medical Center Tax Deferred Annuity Plan is a benefit plan reported by Providence Medical Center under EIN 47-0566524 and plan number 005. The latest loaded filing year is 2023. The filing reports 240 participants and $15,320,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Providence Medical Center
- EIN
- 47-0566524
- Plan number
- 005
- Plan type
- 2
- Location
- Wayne, NE
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $15,320,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241014125216NAL0013306099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,320,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,320,499
- Net assets (BOY)
- $12,810,481
Income & contributions
- Employer contributions
- $369,240
- Participant contributions
- $852,990
- Total contributions
- $1,341,201
- Total income / additions
- $3,649,727
Expenses & distributions
- Benefits paid
- $1,087,571
- Administrative expenses
- $52,138
- Total expenses
- $1,139,709
- Net increase / (decrease)
- $2,510,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $52,138 | $0 | 2023 |
| Ameriprise Financial Services Inc | INVESTMENT ADVISORY | $0 | $20,916 | 2023 |