Plan5500

Ladd Memorial Hospital Dba Osceola Medical Center — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ladd Memorial Hospital Dba Osceola Medical Center (EIN 39-0773970) is a plan sponsor located in Osceola, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0773970
Location
Osceola, WI
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.4MSummed across loaded plans$15,361,106
Total reported assets$15.4M$15,361,106
Total reported participants551
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$15.4M total assets
Net assets$15.4MLiabilities—
Contributions & income
Employer contributions$412.3K
Participant contributions$1.2M
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Osceola Medical Center 403(B) Tax Deferred Annuity Plan
Participants per plan276Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Osceola Medical Center 403(B) Tax Deferred Annuity Plan$15.4M
    Plan #002 · 340 participants · 2023
  2. 2
    Osceola Medical Center Welfare Benefit Plannot reported in the loaded dataset
    Plan #505 · 211 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ladd Memorial Hospital Dba Osceola Medical Center
YearPlanParticipantsSchedulesFiling
2023Osceola Medical Center Welfare Benefit Plan211—20240719124635NAL0011134880001
2023Osceola Medical Center 403(B) Tax Deferred Annuity Plan340H, C20240911131124NAL0011970288001

Related Form 5500 pages