2023 Form 5500 filing — Prairie Ridge Health, Inc. Employer Matched 403(B)

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 20241015194729NAL0017136515001) for Prairie Ridge Health, Inc. Employer Matched 403(B), reported by Prairie Ridge Health, Inc. under EIN 39-1140373 and plan number 002. It reports 481 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)$36.2MReported net assets$36,182,538
Participants481
Provider compensation$115.8K2 Schedule C row(s)$115,775
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015194729NAL0017136515001
Plan sponsor
Prairie Ridge Health, Inc.
EIN
39-1140373
Plan number
002
Location
Columbus, WI
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)$36.2M total assets
Net assets$36.2MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
Employer$838.7K
Participant$1.9M
Full reported line items
Total assets (EOY)
$36,182,538
Total liabilities (EOY)
$0
Net assets (EOY)
$36,182,538
Employer contributions
$838,658
Participant contributions
$1,853,537
Total income / additions
$7,580,600
Benefits paid
$2,163,014
Administrative expenses
$61,303
Total expenses
$2,233,000
Net increase / (decrease)
$5,347,600

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$61,303$0
Global Retirement Partners, LLCADVISOR$54,472not reported in the loaded dataset

Related Form 5500 pages