Mckenzie County Healthcare Systems, Inc. 403(B) Plan — Form 5500 plan (Mckenzie County Healthcare Systems, 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, Mckenzie County Healthcare Systems, Inc. 403(B) Plan is a benefit plan reported by Mckenzie County Healthcare Systems, Inc. under EIN 77-0637498 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $6,484,370 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mckenzie County Healthcare Systems, Inc.
- EIN
- 77-0637498
- Plan number
- 001
- Plan type
- 2
- Location
- Watford City, ND
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $6,484,370
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20250124161330NAL0015460994001 |
| 2023 | 421 | H, C | 20250722174956NAL0003125489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,366,659
- Net assets (EOY)
- $10,366,659
- Net assets (BOY)
- $7,870,828
Income & contributions
- Employer contributions
- $844,557
- Participant contributions
- $1,068,761
- Total contributions
- $1,955,387
- Total income / additions
- $3,377,940
Expenses & distributions
- Benefits paid
- $856,583
- Administrative expenses
- $25,526
- Total expenses
- $882,109
- Net increase / (decrease)
- $2,495,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,501 | $0 | 2023 |
| First International Bank & Trust | INVESTMENT ADVISOR | $21,044 | $0 | 2023 |
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $19,129 | $0 | 2023 |
| First International Bank & Trust | INVESTMENT ADVISOR | $3,619 | $0 | 2023 |
| Alger | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Invesco | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Victory | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Columbia | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Legg Mason | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Eaton Vance | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| T. Rowe Price | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Funds | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| American Century | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Franklin Templeton | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Mfs Investment Management | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mckenzie County Healthcare Systems, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Watford City, ND
- Empower Annuity Insurance Company — Schedule C compensation
- First International Bank & Trust — Schedule C compensation
- Massachusetts Mutual Life Ins. Co. — Schedule C compensation
- Alger — Schedule C compensation
- Invesco — Schedule C compensation
- Victory — Schedule C compensation
- Columbia — Schedule C compensation
- Legg Mason — Schedule C compensation
- Eaton Vance — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- American Funds — Schedule C compensation
- American Century — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Mfs Investment Management — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation