Medamerica Health Systems Corporation 401(K) Savings And Investment Plan — Form 5500 plan (Medamerica Health Systems Corporation)

Plain-English plan 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, Medamerica Health Systems Corporation 401(K) Savings And Investment Plan is a benefit plan reported by Medamerica Health Systems Corporation under EIN 31-1040228 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,342 participants and $141,768,424 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medamerica Health Systems Corporation
EIN
31-1040228
Plan number
003
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
2,342
End-of-year plan assets
$141,768,424

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,342H, C20241010183440NAL0021614833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$141,768,424
Total liabilities (EOY)
$0
Net assets (EOY)
$141,768,424
Net assets (BOY)
$111,148,328

Income & contributions

Employer contributions
$2,133,109
Participant contributions
$13,501,814
Total contributions
$17,820,502
Total income / additions
$39,161,407

Expenses & distributions

Benefits paid
$8,371,508
Administrative expenses
$147,629
Total expenses
$8,541,311
Net increase / (decrease)
$30,620,096

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$96,938$02023
Mercer Investments LLCCONSULTANT$29,841not reported in the loaded dataset2023
Clark Schaefer Hackett & CoAUDITOR$20,850not reported in the loaded dataset2023

Related Form 5500 pages