2023 Form 5500 filing — Tomah Health 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 20241011113746NAL0021777425001) for Tomah Health Retirement Plan, reported by Tomah Memorial Hospital under EIN 39-0799566 and plan number 001. It reports 487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113746NAL0021777425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tomah Memorial Hospital
- EIN
- 39-0799566
- Plan number
- 001
- Location
- Tomah, WI
- Participants
- 487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,925,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,925,030
- Employer contributions
- $885,568
- Participant contributions
- $2,178,714
- Total income / additions
- $7,409,586
- Benefits paid
- $2,349,059
- Administrative expenses
- $101,012
- Total expenses
- $2,455,214
- Net increase / (decrease)
- $4,954,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $54,776 | $0 |
| Adp, Inc. | RECORD KEEPER | $46,235 | $0 |