2023 Form 5500 filing — Mid-America Transplant Services Savings And Investment 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 20241015080207NAL0014220211001) for Mid-America Transplant Services Savings And Investment Plan, reported by Mid-America Transplant under EIN 23-7426306 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$37.5MReported net assets$37,535,923
Participants345
Provider compensation$119.7K3 Schedule C row(s)$119,660
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015080207NAL0014220211001
Plan sponsor
Mid-America Transplant
EIN
23-7426306
Plan number
001
Location
St. Louis, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$37.5M total assets
Net assets$37.5MLiabilities
Money in vs. money out
Total income / additions$9M
Total expenses$3.6M
Benefits paid / distributions$3.4M
Contributions
Employer$1.8M
Participant$1.9M
Full reported line items
Total assets (EOY)
$37,535,923
Net assets (EOY)
$37,535,923
Employer contributions
$1,803,649
Participant contributions
$1,890,827
Total income / additions
$8,980,774
Benefits paid
$3,443,639
Administrative expenses
$170,812
Total expenses
$3,630,119
Net increase / (decrease)
$5,350,655
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $67.4K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $52.3K
  3. 3
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015080207NAL0014220211001 cover?
It is the 2023 Form 5500 filing for Mid-America Transplant Services Savings And Investment Plan, reported by Mid-America Transplant (EIN 23-7426306).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages