2023 Form 5500 filing — Rockford Health System Retirement 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 20241015170734NAL0016939107001) for Rockford Health System Retirement Plan, reported by Mercy Health Corporation under EIN 47-2158680 and plan number 002. It reports 2,559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170734NAL0016939107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercy Health Corporation
- EIN
- 47-2158680
- Plan number
- 002
- Location
- Rockford, IL
- Participants
- 2,559
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,486,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $145,486,584
- Total income / additions
- $23,367,298
- Benefits paid
- $32,396,514
- Administrative expenses
- $93,182
- Total expenses
- $32,538,894
- Net increase / (decrease)
- -$9,171,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $98,425 | $0 |