Memorial Hospital Employee'S Tax Deferred Annuity Plan — Form 5500 plan (Memorial 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, Memorial Hospital Employee'S Tax Deferred Annuity Plan is a benefit plan reported by Memorial Hospital Association under EIN 37-0684691 and plan number 005. The latest loaded filing year is 2023. The filing reports 418 participants and $10,339,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Memorial Hospital Association
- EIN
- 37-0684691
- Plan number
- 005
- Plan type
- 2
- Location
- Carthage, IL
- Latest filing year
- 2023
- Participants
- 418
- End-of-year plan assets
- $10,339,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 418 | H, C | 20240823112710NAL0010280000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,339,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,339,529
- Net assets (BOY)
- $8,623,146
Income & contributions
- Participant contributions
- $838,459
- Total contributions
- $963,224
- Total income / additions
- $2,295,308
Expenses & distributions
- Benefits paid
- $578,363
- Administrative expenses
- $562
- Total expenses
- $578,925
- Net increase / (decrease)
- $1,716,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $0 | $1,496 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $597 | $0 | 2023 |