North Shore Healthcare, LLC Retirement Savings Plan — Form 5500 plan (North Shore Healthcare, LLC)
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, North Shore Healthcare, LLC Retirement Savings Plan is a benefit plan reported by North Shore Healthcare, LLC under EIN 47-5124382 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,061 participants and $16,288,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Shore Healthcare, LLC
- EIN
- 47-5124382
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 3,061
- End-of-year plan assets
- $16,288,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,061 | H, C | 20241015144850NAL0030033569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,288,574
- Total liabilities (EOY)
- $93,447
- Net assets (EOY)
- $16,195,127
- Net assets (BOY)
- $14,382,921
Income & contributions
- Employer contributions
- $548
- Participant contributions
- $2,096,452
- Total contributions
- $2,199,233
- Total income / additions
- $4,469,844
Expenses & distributions
- Benefits paid
- $2,634,309
- Administrative expenses
- $23,329
- Total expenses
- $2,657,638
- Net increase / (decrease)
- $1,812,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus C/O Future Plan | THIRD PARTY ADMINISTRATO | $0 | $7,415 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $3,159 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $3,159 | $0 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $2,463 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Shore Healthcare, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Ascensus C/O Future Plan — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Ins & Annuity Co. — Schedule C compensation
- Morningstar — Schedule C compensation