2023 Form 5500 filing — Rogers Memorial Hospital, Inc. 401(K) 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 20241015150343NAL0030087665003) for Rogers Memorial Hospital, Inc. 401(K) Plan, reported by Rogers Memorial Hospital, Inc under EIN 39-1139101 and plan number 002. It reports 4,936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150343NAL0030087665003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rogers Memorial Hospital, Inc
- EIN
- 39-1139101
- Plan number
- 002
- Location
- Oconomowoc, WI
- Participants
- 4,936
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,278,325
- Net assets (EOY)
- $128,278,325
- Employer contributions
- $6,438,812
- Participant contributions
- $11,586,856
- Total income / additions
- $39,410,816
- Benefits paid
- $13,755,527
- Administrative expenses
- $389,926
- Total expenses
- $14,164,798
- Net increase / (decrease)
- $25,246,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $350,236 | $0 |
| Marquette Associates Inc. | CONSULTANT | $33,750 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $158 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |