2023 Form 5500 filing — Amery Hospital & Clinic 403(B)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 20240724105959NAL0008077331004) for Amery Hospital & Clinic 403(B)Plan, reported by Amery Regional Medical Center under EIN 39-0908320 and plan number 002. It reports 513 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)$30.7MReported net assets$30,711,962
Participants513
Provider compensation$25.2K1 Schedule C row(s)$25,245
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240724105959NAL0008077331004
Plan sponsor
Amery Regional Medical Center
EIN
39-0908320
Plan number
002
Location
Minneapolis, MN
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)$30.7M total assets
Net assets$30.7MLiabilities
Money in vs. money out
Total income / additions$7.1M
Total expenses$2.6M
Benefits paid / distributions$2.6M
Contributions
Employer$791K
Participant$1.7M
Full reported line items
Total assets (EOY)
$30,711,962
Net assets (EOY)
$30,711,962
Employer contributions
$791,044
Participant contributions
$1,710,300
Total income / additions
$7,142,667
Benefits paid
$2,580,770
Administrative expenses
$28,197
Total expenses
$2,608,967
Net increase / (decrease)
$4,533,700
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724105959NAL0008077331004 cover?
It is the 2023 Form 5500 filing for Amery Hospital & Clinic 403(B)Plan, reported by Amery Regional Medical Center (EIN 39-0908320).
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