2023 Form 5500 filing — Jennie Edmundson Memorial Hospital Employee 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 20241009120105NAL0037669714001) for Jennie Edmundson Memorial Hospital Employee Retirement Plan, reported by Jennie Edmundson Memorial Hospital under EIN 42-0680355 and plan number 001. It reports 1,296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120105NAL0037669714001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jennie Edmundson Memorial Hospital
- EIN
- 42-0680355
- Plan number
- 001
- Location
- Council Bluffs, IA
- Participants
- 1,296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,194,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,194,768
- Total income / additions
- $4,284,625
- Benefits paid
- $5,676,644
- Administrative expenses
- $732,728
- Total expenses
- $6,409,372
- Net increase / (decrease)
- -$2,124,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Management Inc | INVESTMENT MANAGER | $72,295 | not reported in the loaded dataset |
| Marquette Associates | INVESTMENT ADVISOR | $65,000 | not reported in the loaded dataset |
| Hub International Great Plains | ACTUARY | $57,351 | not reported in the loaded dataset |
| Trumbull Property Fund Ubs Realty | INVESTMENT MANAGER | $28,810 | not reported in the loaded dataset |
| Lutz & Company | ACCOUNTING | $17,750 | not reported in the loaded dataset |
| Principal | TRUSTEE & CUSTODIAN | $16,767 | not reported in the loaded dataset |
| Eagle Capital Management LLC | INVESTMENT MANAGER | $5,975 | not reported in the loaded dataset |