2023 Form 5500 filing — Freeman Employee 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 20240930110202NAL0005454513001) for Freeman Employee Savings Plan, reported by Freeman Health System under EIN 43-1704371 and plan number 002. It reports 5,133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930110202NAL0005454513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freeman Health System
- EIN
- 43-1704371
- Plan number
- 002
- Location
- Joplin, MO
- Participants
- 5,133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,691,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $186,691,220
- Employer contributions
- $2,419
- Participant contributions
- $15,157,267
- Total income / additions
- $41,772,131
- Benefits paid
- $17,631,344
- Administrative expenses
- $549,620
- Total expenses
- $18,285,790
- Net increase / (decrease)
- $23,486,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $401,702 | $0 |
| Pension Consultants Inc | CONSULTANT | $120,697 | not reported in the loaded dataset |
| Forvis, Llp | SERVICE PROVIDER | $27,221 | not reported in the loaded dataset |