2023 Form 5500 filing — Citizens Memorial Health Care System Matched 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 20241007182641NAL0028177472001) for Citizens Memorial Health Care System Matched Savings Plan, reported by Citizens Memorial Hospital District under EIN 43-1142176 and plan number 004. It reports 2,717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007182641NAL0028177472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizens Memorial Hospital District
- EIN
- 43-1142176
- Plan number
- 004
- Location
- Bolivar, MO
- Participants
- 2,717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,968,151
- Net assets (EOY)
- $75,968,151
- Employer contributions
- $1,011,787
- Participant contributions
- $8,199,510
- Total income / additions
- $20,570,483
- Benefits paid
- $6,348,811
- Administrative expenses
- $88,396
- Total expenses
- $6,437,207
- Net increase / (decrease)
- $14,133,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $116,449 | $0 |
| Prime Capital Investment Adv | SECURITIES BROKER | $5,086 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $563 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |