2023 Form 5500 filing — Grant Regional 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 20241003141050NAL0004904499001) for Grant Regional Health Center Retirement Plan, reported by Grant Regional Health Center under EIN 39-1834962 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003141050NAL0004904499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grant Regional Health Center
- EIN
- 39-1834962
- Plan number
- 001
- Location
- Lancaster, WI
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,057,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,057,666
- Employer contributions
- $873,572
- Participant contributions
- $1,405,986
- Total income / additions
- $5,665,255
- Benefits paid
- $3,759,605
- Administrative expenses
- $6,406
- Total expenses
- $3,766,011
- Net increase / (decrease)
- $1,899,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Concourse Financial Group Securitie | OTHER SERVICES | $0 | $46,652 |
| The Retirement Advantage Inc | OTHER SERVICES | $0 | $22,402 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,406 | $0 |