2023 Form 5500 filing — Sauk Prairie Healthcare, 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 20241013183251NAL0051189442001) for Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan, reported by Sauk Prairie Healthcare, Inc. under EIN 39-0872080 and plan number 002. It reports 855 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013183251NAL0051189442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sauk Prairie Healthcare, Inc.
- EIN
- 39-0872080
- Plan number
- 002
- Location
- Prairie Du Sac, WI
- Participants
- 855
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,931,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,931,107
- Employer contributions
- $2,246,383
- Participant contributions
- $4,347,662
- Total income / additions
- $22,010,511
- Benefits paid
- $9,698,556
- Administrative expenses
- $137,590
- Total expenses
- $9,836,146
- Net increase / (decrease)
- $12,174,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $70,802 | $0 |
| Veratis Advisors Inc | CONSULTANT | $65,681 | not reported in the loaded dataset |