Windrose Health Network Inc. 401(K) Plan — Form 5500 plan (Windrose Health Network Inc.)
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, Windrose Health Network Inc. 401(K) Plan is a benefit plan reported by Windrose Health Network Inc. under EIN 35-2001054 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $8,447,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Windrose Health Network Inc.
- EIN
- 35-2001054
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood, IN
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $8,447,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241015131513NAL0016467059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,447,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,447,958
- Net assets (BOY)
- $6,307,380
Income & contributions
- Employer contributions
- $359,669
- Participant contributions
- $662,102
- Total contributions
- $1,426,316
- Total income / additions
- $2,524,644
Expenses & distributions
- Benefits paid
- $336,699
- Administrative expenses
- $47,367
- Total expenses
- $384,066
- Net increase / (decrease)
- $2,140,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,366 | $0 | 2023 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $17,833 | 2023 |