North Shore Health Centers 401(K) Plan — Form 5500 plan (North Shore Health Centers, 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, North Shore Health Centers 401(K) Plan is a benefit plan reported by North Shore Health Centers, Inc under EIN 35-2028588 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $14,162,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- North Shore Health Centers, Inc
- EIN
- 35-2028588
- Plan number
- 001
- Plan type
- 2
- Location
- Portage, IN
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $14,162,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20241011112905NAL0021761153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,162,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,162,653
- Net assets (BOY)
- $11,069,358
Income & contributions
- Employer contributions
- $842,136
- Participant contributions
- $1,603,556
- Total contributions
- $2,782,036
- Total income / additions
- $4,780,449
Expenses & distributions
- Benefits paid
- $1,665,244
- Administrative expenses
- $21,910
- Total expenses
- $1,687,154
- Net increase / (decrease)
- $3,093,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | SERVICE PROVIDER | $0 | $50,672 | 2023 |
| Retirement Plan Concepts & Services | TPA | $4,948 | $5,961 | 2023 |
| Voya Retirement Ins. & Annuity Co. | INVESTMENT ADVISORY | $0 | $275 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for North Shore Health Centers, Inc
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Portage, IN
- Capfinancial Partners LLC — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation
- Voya Retirement Ins. & Annuity Co. — Schedule C compensation