2023 Form 5500 filing — Ozarks Healthcare 403(B) 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 20250811062718NAL0008316480001) for Ozarks Healthcare 403(B) Plan, reported by Ozarks Healthcare under EIN 44-6005758 and plan number 001. It reports 1,702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250811062718NAL0008316480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ozarks Healthcare
- EIN
- 44-6005758
- Plan number
- 001
- Location
- West Plains, MO
- Participants
- 1,702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,601,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,601,514
- Employer contributions
- $1,340,294
- Participant contributions
- $3,464,865
- Total income / additions
- $10,940,837
- Benefits paid
- $8,302,011
- Administrative expenses
- $135,556
- Total expenses
- $8,452,931
- Net increase / (decrease)
- $2,487,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tfb Advisors, LLC | NONE | $73,842 | not reported in the loaded dataset |
| Oneamerica Financial Services, Llp | NONE | $40,024 | not reported in the loaded dataset |
| Valic Retirement Services Company | NONE | $21,690 | $0 |