Tax Deferred Annuity Plan Of Jefferson Regional Medical Center — Form 5500 plan (Jefferson Hospital Association, Inc)

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, Tax Deferred Annuity Plan Of Jefferson Regional Medical Center is a benefit plan reported by Jefferson Hospital Association, Inc under EIN 71-0329353 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $4,733,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jefferson Hospital Association, Inc
EIN
71-0329353
Plan number
002
Plan type
2
Location
Pine Bluff, AR
Latest filing year
2023
Participants
156
End-of-year plan assets
$4,733,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20240907082508NAL0004615778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,733,411
Net assets (EOY)
$4,733,411
Net assets (BOY)
$4,365,364

Income & contributions

Participant contributions
$71,861
Total contributions
$71,861
Total income / additions
$691,093

Expenses & distributions

Benefits paid
$322,392
Administrative expenses
$654
Total expenses
$323,046
Net increase / (decrease)
$368,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORDKEEPER$654$02023

Related Form 5500 pages