Hospital & Medical Foundation Of Paris, Inc. Tax Deferred Annuity Plan — Form 5500 plan (Hospital & Medical Foundation Of Paris, Inc.)
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, Hospital & Medical Foundation Of Paris, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Hospital & Medical Foundation Of Paris, Inc. under EIN 37-0860281 and plan number 005. The latest loaded filing year is 2023. The filing reports 796 participants and $32,116,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hospital & Medical Foundation Of Paris, Inc.
- EIN
- 37-0860281
- Plan number
- 005
- Plan type
- 2
- Location
- Paris, IL
- Latest filing year
- 2023
- Participants
- 796
- End-of-year plan assets
- $32,116,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 796 | H, C | 20241010110653NAL0019967009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,116,358
- Total liabilities (EOY)
- $3,605
- Net assets (EOY)
- $32,112,753
- Net assets (BOY)
- $24,706,425
Income & contributions
- Employer contributions
- $1,769,533
- Participant contributions
- $2,838,834
- Total contributions
- $4,860,444
- Total income / additions
- $8,910,480
Expenses & distributions
- Benefits paid
- $1,323,379
- Administrative expenses
- $180,773
- Total expenses
- $1,504,152
- Net increase / (decrease)
- $7,406,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cls Investment Firm, LLC | INVESTMENT MANAGER | $110,310 | not reported in the loaded dataset | 2023 |
| North American Ktrade Alliance, LLC | RECORDKEEPER | $61,304 | not reported in the loaded dataset | 2023 |
| Latitude Service Company, Inc | TPA | $9,159 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hospital & Medical Foundation Of Paris, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Paris, IL
- Cls Investment Firm, LLC — Schedule C compensation
- North American Ktrade Alliance, LLC — Schedule C compensation
- Latitude Service Company, Inc — Schedule C compensation