2023 Form 5500 filing — Carle Foundation Hospital And Affiliates Matching Tsa 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 20241210083227NAL0015432736001) for Carle Foundation Hospital And Affiliates Matching Tsa Plan, reported by Carle Foundation Hospital And Affiliates under EIN 37-1119538 and plan number 004. It reports 18,293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210083227NAL0015432736001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carle Foundation Hospital And Affiliates
- EIN
- 37-1119538
- Plan number
- 004
- Location
- Urbana, IL
- Participants
- 18,293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,173,752,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,173,752,843
- Employer contributions
- $18,802,644
- Participant contributions
- $74,933,314
- Total income / additions
- $365,975,656
- Benefits paid
- $51,899,725
- Administrative expenses
- $848,995
- Total expenses
- $52,785,491
- Net increase / (decrease)
- $313,190,165
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | AFFIL PLAN RECRDKEEPER | $198 | $152,101 |
| Cozad Asset Management Inc. | AFFIL PLAN RECRDKEEPER | $44,876 | not reported in the loaded dataset |
| Choreo LLC | AFFIL PLAN RECRDKEEPER | $36,678 | not reported in the loaded dataset |
| Larson Financial Group LLC | AFFIL PLAN RECRDKEEPER | $30,928 | not reported in the loaded dataset |
| Ruedi Wealth Mgmt Inc | AFFIL PLAN RECRDKEEPER | $7,435 | not reported in the loaded dataset |
| Macroview Investment | AFFIL PLAN RECRDKEEPER | $6,919 | not reported in the loaded dataset |
| Creative Planning LLC | AFFIL PLAN RECRDKEEPER | $5,313 | not reported in the loaded dataset |