2023 Form 5500 filing — Citizens Memorial Health Care System Profit Sharing 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 20241007182512NAL0028174784002) for Citizens Memorial Health Care System Profit Sharing Plan, reported by Citizens Memorial Hospital District under EIN 43-1142176 and plan number 001. It reports 2,489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007182512NAL0028174784002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Memorial Hospital District
- EIN
- 43-1142176
- Plan number
- 001
- Location
- Bolivar, MO
- Participants
- 2,489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,712,754
- Net assets (EOY)
- $40,712,754
- Employer contributions
- $1,851,218
- Total income / additions
- $6,993,871
- Benefits paid
- $2,193,896
- Administrative expenses
- $296,804
- Total expenses
- $2,490,700
- Net increase / (decrease)
- $4,503,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Financial Solutions, Inc. | ADVISOR | $73,161 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | CONSULTANT | $41,500 | not reported in the loaded dataset |
| Lpl Financial | ADVISOR | $41,500 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $40,854 | $0 |
| Elliott, Robinson & Company, Llp | AUDITOR | $30,128 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $250 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |