2023 Form 5500 filing — Hegg Memorial Health Center Retirement 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 20240923155834NAL0015727920001) for Hegg Memorial Health Center Retirement Plan, reported by Hegg Memorial Health Center under EIN 42-0932564 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923155834NAL0015727920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hegg Memorial Health Center
- EIN
- 42-0932564
- Plan number
- 001
- Location
- Little Chute, WI
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,009,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,009,057
- Employer contributions
- $340,455
- Participant contributions
- $666,914
- Total income / additions
- $2,449,699
- Benefits paid
- $588,656
- Administrative expenses
- $58,126
- Total expenses
- $646,782
- Net increase / (decrease)
- $1,802,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $1,152 | $0 |