2023 Form 5500 filing — Southeast Iowa Regional Medical Center 403(B)
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 20240821080747NAL0001885635001) for Southeast Iowa Regional Medical Center 403(B), reported by Southeast Iowa Regional Medical Center, Inc. under EIN 42-0680407 and plan number 001. It reports 719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821080747NAL0001885635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeast Iowa Regional Medical Center, Inc.
- EIN
- 42-0680407
- Plan number
- 001
- Location
- West Burlington, IA
- Participants
- 719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,821,548
- Total liabilities (EOY)
- $174
- Net assets (EOY)
- $85,821,374
- Employer contributions
- $619,555
- Participant contributions
- $990,048
- Total income / additions
- $13,843,066
- Benefits paid
- $11,386,774
- Administrative expenses
- $144,943
- Total expenses
- $11,531,227
- Net increase / (decrease)
- $2,311,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $74,602 | $0 |
| Mercer Investments LLC | CONSULTANT | $57,445 | not reported in the loaded dataset |
| Cliftonlarsonallen | ACCOUNTANT/AUDITOR | $7,350 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,546 | not reported in the loaded dataset |