2023 Form 5500 filing — Vernon Memorial Healthcare Employees Pension & Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716141847NAL0002737009001) for Vernon Memorial Healthcare Employees Pension & Savings Plan, reported by Vernon Memorial Healthcare, Inc. under EIN 39-0806404 and plan number 001. It reports 587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$53.6MReported net assets$53,573,779
Participants587
Provider compensation$67.4K4 Schedule C row(s)$67,376
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240716141847NAL0002737009001
Plan sponsor
Vernon Memorial Healthcare, Inc.
EIN
39-0806404
Plan number
001
Location
Viroqua, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$53.6M total assets
Net assets$53.6MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$500K
Participant$959.4K
Full reported line items
Total assets (EOY)
$53,573,779
Total liabilities (EOY)
$0
Net assets (EOY)
$53,573,779
Employer contributions
$500,014
Participant contributions
$959,409
Total income / additions
$5,130,931
Benefits paid
$3,283,508
Administrative expenses
$67,376
Total expenses
$3,350,884
Net increase / (decrease)
$1,780,047
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $24.9K · Indirect $0
  2. 2
    ADVISOR · Direct $17.8K
  3. 3
    ADVISOR · Direct $17.1K
  4. 4
    TRUSTEE · Direct $7.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240716141847NAL0002737009001 cover?
It is the 2023 Form 5500 filing for Vernon Memorial Healthcare Employees Pension & Savings Plan, reported by Vernon Memorial Healthcare, Inc. (EIN 39-0806404).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages