2023 Form 5500 filing — Iowa Health System Defined Benefit Master Trust
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 20241010113715NAL0009951891001) for Iowa Health System Defined Benefit Master Trust, reported by Iowa Health System under EIN 42-1435199 and plan number 101. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010113715NAL0009951891001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Iowa Health System
- EIN
- 42-1435199
- Plan number
- 101
- Location
- West Des Moines, IA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,533,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,533,854
- Total income / additions
- $9,601,663
- Benefits paid
- $0
- Administrative expenses
- $610,797
- Total expenses
- $610,797
- Net increase / (decrease)
- $8,990,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $360,985 | not reported in the loaded dataset |
| Sei Private Trust Company | NONE | $304,813 | not reported in the loaded dataset |