2023 Form 5500 filing — Riverview Healthcare Association 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 20241014124636NAL0014945299001) for Riverview Healthcare Association Tax Deferred Annuity Plan, reported by Riverview Healthcare Association under EIN 41-0724029 and plan number 012. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014124636NAL0014945299001
Filing year
2023
Form type
2
Plan sponsor
Riverview Healthcare Association
EIN
41-0724029
Plan number
012
Location
Crookston, MN
Participants
469
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$23,035,021
Total liabilities (EOY)
$0
Net assets (EOY)
$23,035,021
Employer contributions
$1,028,036
Participant contributions
$1,464,914
Total income / additions
$5,916,158
Benefits paid
$3,471,811
Administrative expenses
$69,463
Total expenses
$3,541,965
Net increase / (decrease)
$2,374,193
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$69,463not reported in the loaded dataset

Related Form 5500 pages