2023 Form 5500 filing — Alivio Medical Center 403(B) 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 20241015091426NAL0016040307001) for Alivio Medical Center 403(B) Plan, reported by Alivio Medical Center under EIN 36-3661051 and plan number 002. It reports 323 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)$7.5MReported net assets$7,517,004
Participants323
Provider compensation$50.1K2 Schedule C row(s)$50,144
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015091426NAL0016040307001
- Plan sponsor
- Alivio Medical Center
- EIN
- 36-3661051
- Plan number
- 002
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
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)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,517,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,517,004
- Employer contributions
- $84,402
- Participant contributions
- $690,580
- Total income / additions
- $1,894,448
- Benefits paid
- $351,417
- Administrative expenses
- $50,148
- Total expenses
- $402,064
- Net increase / (decrease)
- $1,492,384
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Toroso Investment LLC | INVESTMENT ADVISORY | $38,875 | $0 |
| Dubuque Bank & Trust | NONE | $11,269 | $0 |