2023 Form 5500 filing — Iowa Health System Section 401(K) Retirement Savings 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 20240923141305NAL0015549120001) for Iowa Health System Section 401(K) Retirement Savings Plan, reported by Iowa Health System under EIN 42-1435199 and plan number 006. It reports 37,463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923141305NAL0015549120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iowa Health System
- EIN
- 42-1435199
- Plan number
- 006
- Location
- West Des Moines, IA
- Participants
- 37,463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,955,731,563
- Total liabilities (EOY)
- $36,784
- Net assets (EOY)
- $2,955,694,779
- Employer contributions
- $78,760,937
- Participant contributions
- $132,919,240
- Total income / additions
- $675,668,694
- Benefits paid
- $405,786,481
- Administrative expenses
- $2,116,708
- Total expenses
- $410,571,609
- Net increase / (decrease)
- $265,097,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,369,288 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $752,734 | not reported in the loaded dataset |