2023 Form 5500 filing — Burnett Medical Center 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 20240926101332NAL0000295107001) for Burnett Medical Center 401(K) Plan, reported by Burnett Medical Center, Inc. under EIN 39-0938661 and plan number 002. It reports 206 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)$4.2MReported net assets$4,168,677
Participants206
Provider compensation$24.6K4 Schedule C row(s)$24,637
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926101332NAL0000295107001
- Plan sponsor
- Burnett Medical Center, Inc.
- EIN
- 39-0938661
- Plan number
- 002
- Location
- Grantsburg, 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)$4.2M total assets
Net assets$4.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $4,168,677
- Net assets (EOY)
- $4,168,677
- Employer contributions
- $232,496
- Participant contributions
- $668,583
- Total income / additions
- $2,065,559
- Benefits paid
- $594,930
- Administrative expenses
- $20,832
- Total expenses
- $615,762
- Net increase / (decrease)
- $1,449,797
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $10,566 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $6,835 | $0 |
| Pension Consultants Co., Inc. | CONTRACT ADMIN | $4,374 | $1,709 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,153 | $0 |