2023 Form 5500 filing — Osceola Medical Center 403(B) 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 20240911131124NAL0011970288001) for Osceola Medical Center 403(B) Tax Deferred Annuity Plan, reported by Ladd Memorial Hospital Dba Osceola Medical Center under EIN 39-0773970 and plan number 002. It reports 340 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)$15.4MReported net assets$15,361,106
Participants340
Provider compensation$87.8K4 Schedule C row(s)$87,849
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240911131124NAL0011970288001
- Plan sponsor
- Ladd Memorial Hospital Dba Osceola Medical Center
- EIN
- 39-0773970
- Plan number
- 002
- Location
- Osceola, WI
- Received date
- not reported in the loaded dataset
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)$15.4M total assets
Net assets$15.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $15,361,106
- Net assets (EOY)
- $15,361,106
- Employer contributions
- $412,282
- Participant contributions
- $1,205,489
- Total income / additions
- $3,928,022
- Benefits paid
- $1,362,016
- Administrative expenses
- $45,014
- Total expenses
- $1,407,030
- Net increase / (decrease)
- $2,520,992
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,835 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $36,472 |
| The Rivergroup Administration Servi | OTHER SERVICES | $0 | $6,363 |
| Lincoln National Corporation | SERVICE PROVIDER | $179 | $0 |