2023 Form 5500 filing — Memorial Health Care Systems 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 20240820162106NAL0004952080001) for Memorial Health Care Systems Tax Deferred Annuity Plan, reported by Memorial Health Care Systems under EIN 47-0375220 and plan number 002. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820162106NAL0004952080001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Memorial Health Care Systems
- EIN
- 47-0375220
- Plan number
- 002
- Location
- Seward, NE
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,815,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,815,510
- Employer contributions
- $665,598
- Participant contributions
- $1,513,755
- Total income / additions
- $6,886,159
- Benefits paid
- $1,589,580
- Administrative expenses
- $39,077
- Total expenses
- $1,628,657
- Net increase / (decrease)
- $5,257,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $40,594 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,076 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |