2023 Form 5500 filing — Roseland Community Hospital 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 20241015144822NAL0028814785001) for Roseland Community Hospital Tax Deferred Annuity Plan, reported by Roseland Community Hospital under EIN 36-1703630 and plan number 002. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144822NAL0028814785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roseland Community Hospital
- EIN
- 36-1703630
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,967,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,967,608
- Employer contributions
- $162,089
- Participant contributions
- $451,791
- Total income / additions
- $1,488,732
- Benefits paid
- $1,016,359
- Administrative expenses
- $29,865
- Total expenses
- $1,058,660
- Net increase / (decrease)
- $430,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Alliance Associates Inc | INVESTMENT ADVISORY | $0 | $50,657 |
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $26,524 | $0 |
| Correll Co | CONTRACT ADMINISTRATOR | $3,382 | $3,165 |