2023 Form 5500 filing — Midamerica Health 401(K) 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 20240904144223NAL0011197283001) for Midamerica Health 401(K) Plan, reported by Midamerica Health, Inc. under EIN 35-1681811 and plan number 001. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904144223NAL0011197283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midamerica Health, Inc.
- EIN
- 35-1681811
- Plan number
- 001
- Location
- Greenwood, IN
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,997,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,997,551
- Participant contributions
- $902,453
- Total income / additions
- $2,038,919
- Benefits paid
- $1,074,428
- Administrative expenses
- $70,427
- Total expenses
- $1,144,855
- Net increase / (decrease)
- $894,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,849 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $3,594 | $15,583 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $13,537 | $0 |
| Retirement Plan Concepts & Svcs | RECORDKEEPER | $375 | $0 |