Madison Health Employees' 401(K) Pension Plan — Form 5500 plan (Madison Health)
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, Madison Health Employees' 401(K) Pension Plan is a benefit plan reported by Madison Health under EIN 31-1657206 and plan number 002. The latest loaded filing year is 2023. The filing reports 358 participants and $19,543,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Madison Health
- EIN
- 31-1657206
- Plan number
- 002
- Plan type
- 2
- Location
- London, OH
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $19,543,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20241003144742NAL0020840722003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,543,945
- Net assets (EOY)
- $19,543,945
- Net assets (BOY)
- $16,329,756
Income & contributions
- Employer contributions
- $573,082
- Participant contributions
- $978,719
- Total contributions
- $1,597,398
- Total income / additions
- $4,185,368
Expenses & distributions
- Benefits paid
- $848,480
- Administrative expenses
- $98,987
- Total expenses
- $971,179
- Net increase / (decrease)
- $3,214,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schneider Downs Wealth Mgmt Adv. | INVESTMENT ADVISOR | $61,646 | not reported in the loaded dataset | 2023 |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $30,371 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | PLAN CUST./TRUSTEE | $6,970 | $0 | 2023 |