2023 Form 5500 filing — Osceola Community Hospital Inc. Tax Deferred 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 20240809151453NAL0003371027001) for Osceola Community Hospital Inc. Tax Deferred Annuity Plan, reported by Osceola Community Hosptial Inc. under EIN 42-0890973 and plan number 003. It reports 154 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)$4.5MReported net assets$4,486,956
Participants154
Provider compensation$47.1K2 Schedule C row(s)$47,084
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240809151453NAL0003371027001
Plan sponsor
Osceola Community Hosptial Inc.
EIN
42-0890973
Plan number
003
Location
Sibley, IA
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)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$498.6K
Benefits paid / distributions$460.4K
Contributions
Employer$143K
Participant$266.4K
Full reported line items
Total assets (EOY)
$4,486,956
Total liabilities (EOY)
$0
Net assets (EOY)
$4,486,956
Employer contributions
$143,012
Participant contributions
$266,413
Total income / additions
$1,083,348
Benefits paid
$460,418
Administrative expenses
$37,949
Total expenses
$498,640
Net increase / (decrease)
$584,708
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $31.6K · Indirect $0
  2. 2
    BROKER ADVISOR · Direct $0 · Indirect $15.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240809151453NAL0003371027001 cover?
It is the 2023 Form 5500 filing for Osceola Community Hospital Inc. Tax Deferred Annuity Plan, reported by Osceola Community Hosptial Inc. (EIN 42-0890973).
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