Katherine Shaw Bethea Hospital Retirement Savings Plan — Form 5500 plan (Katherine Shaw Bethea Hospital)
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, Katherine Shaw Bethea Hospital Retirement Savings Plan is a benefit plan reported by Katherine Shaw Bethea Hospital under EIN 36-1000540 and plan number 002. The latest loaded filing year is 2023. The filing reports 918 participants and $102,370,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Katherine Shaw Bethea Hospital
- EIN
- 36-1000540
- Plan number
- 002
- Plan type
- 2
- Location
- Dixon, IL
- Latest filing year
- 2023
- Participants
- 918
- End-of-year plan assets
- $102,370,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 918 | H, C | 20241003093424NAL0019321554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,370,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,370,570
- Net assets (BOY)
- $91,862,129
Income & contributions
- Employer contributions
- $2,209,511
- Participant contributions
- $4,093,203
- Total contributions
- $6,383,432
- Total income / additions
- $24,389,093
Expenses & distributions
- Benefits paid
- $13,793,873
- Administrative expenses
- $86,779
- Total expenses
- $13,880,652
- Net increase / (decrease)
- $10,508,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Midland States Bank | NONE | $58,225 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | NONE | $0 | $32,620 | 2023 |
| Retirement Direct | NONE | $28,554 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Katherine Shaw Bethea Hospital
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Dixon, IL
- Midland States Bank — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation
- Retirement Direct — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation