Bethany St. Joseph Corporation Retirement Plan — Form 5500 plan (Bethany St. Joseph Corporation)
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, Bethany St. Joseph Corporation Retirement Plan is a benefit plan reported by Bethany St. Joseph Corporation under EIN 51-0201995 and plan number 001. The latest loaded filing year is 2023. The filing reports 562 participants and $17,988,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bethany St. Joseph Corporation
- EIN
- 51-0201995
- Plan number
- 001
- Plan type
- 2
- Location
- La Crosse, WI
- Latest filing year
- 2023
- Participants
- 562
- End-of-year plan assets
- $17,988,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 562 | H, C | 20240725110738NAL0031066930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,988,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,988,787
- Net assets (BOY)
- $15,755,118
Income & contributions
- Employer contributions
- $163,815
- Participant contributions
- $677,875
- Total contributions
- $887,159
- Total income / additions
- $4,142,737
Expenses & distributions
- Benefits paid
- $1,872,477
- Administrative expenses
- $35,344
- Total expenses
- $1,909,068
- Net increase / (decrease)
- $2,233,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $20,045 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $15,299 | $0 | 2023 |