2023 Form 5500 filing — Brodstone Memorial Hospital 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 20240904065135NAL0009626723001) for Brodstone Memorial Hospital Tax Deferred Annuity Plan, reported by Brodstone Memorial Hospital under EIN 47-0388012 and plan number 007. It reports 298 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)$16.9MReported net assets$16,891,037

Participants298

Provider compensation$66.9K2 Schedule C row(s)$66,909

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240904065135NAL0009626723001
Plan sponsor: Brodstone Memorial Hospital
EIN: 47-0388012
Plan number: 007
Location: Superior, NE
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)$16.9M total assets

Net assets$16.9MLiabilities$0

Money in vs. money out

Total income / additions$3.7M

Total expenses$1.3M

Benefits paid / distributions$1.3M

Contributions

Employer$535.6K

Participant$875.2K

Full reported line items

Total assets (EOY): $16,891,037
Total liabilities (EOY): $0
Net assets (EOY): $16,891,037
Employer contributions: $535,574
Participant contributions: $875,187
Total income / additions: $3,704,891
Benefits paid: $1,279,181
Administrative expenses: $66,908
Total expenses: $1,346,089
Net increase / (decrease): $2,358,802

Schedule C

Reported service provider compensation

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

1
Resource Investment Advsrs$45.8K
ADVISOR · Direct $45.8K
2
Newport Group, Inc.$21.1K
RECORDKEEPER · Direct $21.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904065135NAL0009626723001 cover?: It is the 2023 Form 5500 filing for Brodstone Memorial Hospital Tax Deferred Annuity Plan, reported by Brodstone Memorial Hospital (EIN 47-0388012).
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).