2023 Form 5500 filing — Hospital & Medical Foundation Of Paris, Inc. Tax Deferred Annuity 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 20241010110653NAL0019967009001) for Hospital & Medical Foundation Of Paris, Inc. Tax Deferred Annuity Plan, reported by Hospital & Medical Foundation Of Paris, Inc. under EIN 37-0860281 and plan number 005. It reports 796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010110653NAL0019967009001
Filing year
2023
Form type
2
Plan sponsor
Hospital & Medical Foundation Of Paris, Inc.
EIN
37-0860281
Plan number
005
Location
Paris, IL
Participants
796
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,116,358
Total liabilities (EOY)
$3,605
Net assets (EOY)
$32,112,753
Employer contributions
$1,769,533
Participant contributions
$2,838,834
Total income / additions
$8,910,480
Benefits paid
$1,323,379
Administrative expenses
$180,773
Total expenses
$1,504,152
Net increase / (decrease)
$7,406,328
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cls Investment Firm, LLCINVESTMENT MANAGER$110,310not reported in the loaded dataset
North American Ktrade Alliance, LLCRECORDKEEPER$61,304not reported in the loaded dataset
Latitude Service Company, IncTPA$9,159not reported in the loaded dataset

Related Form 5500 pages