Roseland Community Hospital Tax Deferred Annuity Plan — Form 5500 plan (Roseland Community 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, Roseland Community Hospital Tax Deferred Annuity Plan is a benefit plan reported by Roseland Community Hospital under EIN 36-1703630 and plan number 002. The latest loaded filing year is 2023. The filing reports 539 participants and $6,967,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roseland Community Hospital
- EIN
- 36-1703630
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $6,967,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20241015144822NAL0028814785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,967,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,967,608
- Net assets (BOY)
- $6,537,536
Income & contributions
- Employer contributions
- $162,089
- Participant contributions
- $451,791
- Total contributions
- $626,948
- Total income / additions
- $1,488,732
Expenses & distributions
- Benefits paid
- $1,016,359
- Administrative expenses
- $29,865
- Total expenses
- $1,058,660
- Net increase / (decrease)
- $430,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates Inc | INVESTMENT ADVISORY | $0 | $50,657 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $26,524 | $0 | 2023 |
| Correll Co | CONTRACT ADMINISTRATOR | $3,382 | $3,165 | 2023 |