2023 Form 5500 filing — Sihf Healthcare Savings And Investment 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 20241004080845NAL0019955248001) for Sihf Healthcare Savings And Investment Plan, reported by Southern Illinois Healthcare Foundation, Inc. Dba Sihf Healthcare under EIN 37-1158318 and plan number 002. It reports 1,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004080845NAL0019955248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Illinois Healthcare Foundation, Inc. Dba Sihf Healthcare
- EIN
- 37-1158318
- Plan number
- 002
- Location
- Centreville, IL
- Participants
- 1,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,756,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,756,314
- Employer contributions
- $1,704,189
- Participant contributions
- $3,537,359
- Total income / additions
- $14,045,825
- Benefits paid
- $6,719,678
- Administrative expenses
- $165,774
- Total expenses
- $6,885,574
- Net increase / (decrease)
- $7,160,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $165,773 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $86,636 |