Swedishamerican Health System 401(K) Incentivesaver Plan — Form 5500 plan (Swedishamerican Health System)
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, Swedishamerican Health System 401(K) Incentivesaver Plan is a benefit plan reported by Swedishamerican Health System under EIN 36-3241458 and plan number 005. The latest loaded filing year is 2023. The filing reports 170 participants and $16,275,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swedishamerican Health System
- EIN
- 36-3241458
- Plan number
- 005
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $16,275,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241206112345NAL0012655794001 |
| 2023 | 174 | H, C | 20241015114412NAL0029437985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,661,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,661,694
- Net assets (BOY)
- $12,341,490
Income & contributions
- Employer contributions
- $63,179
- Participant contributions
- $89,800
- Total contributions
- $152,979
- Total income / additions
- $1,720,747
Expenses & distributions
- Benefits paid
- $2,389,558
- Administrative expenses
- $10,985
- Total expenses
- $2,400,543
- Net increase / (decrease)
- -$679,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Promanage LLC | NONE | $15,385 | not reported in the loaded dataset | 2023 |
| Promanage LLC | NONE | $10,485 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $910 | $0 | 2023 |
| T Rowe Price Rps Inc | NONE | $500 | $0 | 2023 |