2023 Form 5500 filing — Hills And Dales General Hospital, Inc. Tax Deferred Retirement 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 20241009085634NAL0018058881001) for Hills And Dales General Hospital, Inc. Tax Deferred Retirement Savings Plan, reported by Hills & Dales General Hospital under EIN 38-1619577 and plan number 007. It reports 536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.9MReported net assets$17,930,212
Participants536
Provider compensation$52.8K3 Schedule C row(s)$52,824
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009085634NAL0018058881001
- Plan sponsor
- Hills & Dales General Hospital
- EIN
- 38-1619577
- Plan number
- 007
- Location
- Cass City, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.9M total assets
Net assets$17.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,930,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,930,212
- Employer contributions
- $1,023,656
- Participant contributions
- $1,787,056
- Total income / additions
- $5,037,577
- Benefits paid
- $1,490,440
- Administrative expenses
- $18,794
- Total expenses
- $1,519,164
- Net increase / (decrease)
- $3,518,413
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Svcs | BROKER/ADVISER | $0 | $34,030 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,790 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4 | not reported in the loaded dataset |