2023 Form 5500 filing — Truman Medical Centers Cash Balance 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 20241014112101NAL0045772672001) for Truman Medical Centers Cash Balance Retirement Plan, reported by Truman Medical Centers under EIN 44-0661018 and plan number 002. It reports 3,557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112101NAL0045772672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Truman Medical Centers
- EIN
- 44-0661018
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 3,557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,338,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,338,059
- Total income / additions
- $16,455,162
- Benefits paid
- $10,714,233
- Administrative expenses
- $2,936,258
- Total expenses
- $13,650,491
- Net increase / (decrease)
- $2,804,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $276,707 | not reported in the loaded dataset |
| Onedigital | NONE | $36,000 | not reported in the loaded dataset |
| Commerce Trust Company | NONE | $33,974 | not reported in the loaded dataset |
| Bank Of Oklahoma | NONE | $32,348 | not reported in the loaded dataset |