Marshall Browning Hospital Association Tax Deferred Annuity Plan — Form 5500 plan (Marshall Browning Hospital Association)
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, Marshall Browning Hospital Association Tax Deferred Annuity Plan is a benefit plan reported by Marshall Browning Hospital Association under EIN 37-0661218 and plan number 003. The latest loaded filing year is 2023. The filing reports 309 participants and $14,541,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marshall Browning Hospital Association
- EIN
- 37-0661218
- Plan number
- 003
- Plan type
- 2
- Location
- Du Quoin, IL
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $14,541,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20241014155057NAL0015243507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,541,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,541,753
- Net assets (BOY)
- $12,071,784
Income & contributions
- Employer contributions
- $222,208
- Participant contributions
- $622,446
- Total contributions
- $1,168,370
- Total income / additions
- $3,023,540
Expenses & distributions
- Benefits paid
- $519,765
- Administrative expenses
- $33,806
- Total expenses
- $553,571
- Net increase / (decrease)
- $2,469,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones And Co | NONE | $33,458 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $1,248 | $19,328 | 2023 |