Clara Barton Hospital Tax Deferred Annuity Plan — Form 5500 plan (Clara Barton Hospital)
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, Clara Barton Hospital Tax Deferred Annuity Plan is a benefit plan reported by Clara Barton Hospital under EIN 48-0576039 and plan number 002. The latest loaded filing year is 2023. The filing reports 344 participants and $13,353,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clara Barton Hospital
- EIN
- 48-0576039
- Plan number
- 002
- Plan type
- 2
- Location
- Hoisington, KS
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $13,353,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20241008151644NAL0017863537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,353,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,353,014
- Net assets (BOY)
- $10,653,682
Income & contributions
- Employer contributions
- $467,426
- Participant contributions
- $1,009,430
- Total contributions
- $1,679,181
- Total income / additions
- $3,370,303
Expenses & distributions
- Benefits paid
- $653,836
- Administrative expenses
- $17,135
- Total expenses
- $670,971
- Net increase / (decrease)
- $2,699,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $0 | $87,325 | 2023 |
| Gallaagher Benefit Svcs Inc | NONE | $31,299 | not reported in the loaded dataset | 2023 |
| Future Capital | NONE | $17,135 | not reported in the loaded dataset | 2023 |