2023 Form 5500 filing — Knoxville Hospital And Clinics Tax Sheltered Annuity 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 20240724141952NAL0021899040001) for Knoxville Hospital And Clinics Tax Sheltered Annuity Plan, reported by Knoxville Hospital And Clinics under EIN 42-1087612 and plan number 002. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724141952NAL0021899040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knoxville Hospital And Clinics
- EIN
- 42-1087612
- Plan number
- 002
- Location
- Knoxville, IA
- Participants
- 335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,436,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,436,092
- Employer contributions
- $575,189
- Participant contributions
- $1,030,399
- Total income / additions
- $4,018,710
- Benefits paid
- $1,310,754
- Administrative expenses
- $110,714
- Total expenses
- $1,421,468
- Net increase / (decrease)
- $2,597,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Finway Group | CONTRACT ADMIN | $41,140 | not reported in the loaded dataset |
| Woodbury Financial Services Inc | INVESTMENT ADVISOR | $38,562 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,635 | $0 |
| Pensionmark Financial Group | OTHER | $6,445 | not reported in the loaded dataset |