2023 Form 5500 filing — Saint Francis Healthcare System 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 20250414102617NAL0000710195001) for Saint Francis Healthcare System Tax Deferred Annuity Plan, reported by Saint Francis Healthcare System under EIN 43-0662499 and plan number 001. It reports 4,338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414102617NAL0000710195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Francis Healthcare System
- EIN
- 43-0662499
- Plan number
- 001
- Location
- Cape Girardeau, MO
- Participants
- 4,338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $218,592,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $218,592,407
- Employer contributions
- $13,361,083
- Participant contributions
- $10,083,982
- Total income / additions
- $52,259,559
- Benefits paid
- $21,812,942
- Administrative expenses
- $349,136
- Total expenses
- $22,261,381
- Net increase / (decrease)
- $29,998,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $326,375 | $0 |
| Empower Advisory Group, LLC | NONE | $5,311 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |