2023 Form 5500 filing — Southeasthealth 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 20241008152052NAL0008515011001) for Southeasthealth Retirement Plan, reported by Southeast Missouri Hospital Association under EIN 43-0654874 and plan number 005. It reports 2,745 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008152052NAL0008515011001
Filing year
2023
Form type
2
Plan sponsor
Southeast Missouri Hospital Association
EIN
43-0654874
Plan number
005
Location
Cape Girardeau, MO
Participants
2,745
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$106,128,225
Total liabilities (EOY)
$0
Net assets (EOY)
$106,128,225
Employer contributions
$2,765,135
Participant contributions
$7,814,801
Total income / additions
$26,615,461
Benefits paid
$11,564,442
Administrative expenses
$243,482
Total expenses
$11,807,924
Net increase / (decrease)
$14,807,537
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American United Life Insurance CoNONE$163,264not reported in the loaded dataset
Concord Advisory Group Ltd.NONE$80,218not reported in the loaded dataset

Related Form 5500 pages