Carle Foundation Hospital And Affiliates Matching Tsa Plan — Form 5500 plan (Carle Foundation Hospital And Affiliates)
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, Carle Foundation Hospital And Affiliates Matching Tsa Plan is a benefit plan reported by Carle Foundation Hospital And Affiliates under EIN 37-1119538 and plan number 004. The latest loaded filing year is 2023. The filing reports 18,293 participants and $1,173,752,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carle Foundation Hospital And Affiliates
- EIN
- 37-1119538
- Plan number
- 004
- Plan type
- 2
- Location
- Urbana, IL
- Latest filing year
- 2023
- Participants
- 18,293
- End-of-year plan assets
- $1,173,752,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,293 | H, C | 20241210083227NAL0015432736001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,173,752,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,173,752,843
- Net assets (BOY)
- $860,562,678
Income & contributions
- Employer contributions
- $18,802,644
- Participant contributions
- $74,933,314
- Total contributions
- $196,795,146
- Total income / additions
- $365,975,656
Expenses & distributions
- Benefits paid
- $51,899,725
- Administrative expenses
- $848,995
- Total expenses
- $52,785,491
- Net increase / (decrease)
- $313,190,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Trust Bank | AFFIL PLAN RECRDKEEPER | $198 | $152,101 | 2023 |
| Cozad Asset Management Inc. | AFFIL PLAN RECRDKEEPER | $44,876 | not reported in the loaded dataset | 2023 |
| Choreo LLC | AFFIL PLAN RECRDKEEPER | $36,678 | not reported in the loaded dataset | 2023 |
| Larson Financial Group LLC | AFFIL PLAN RECRDKEEPER | $30,928 | not reported in the loaded dataset | 2023 |
| Ruedi Wealth Mgmt Inc | AFFIL PLAN RECRDKEEPER | $7,435 | not reported in the loaded dataset | 2023 |
| Macroview Investment | AFFIL PLAN RECRDKEEPER | $6,919 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | AFFIL PLAN RECRDKEEPER | $5,313 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carle Foundation Hospital And Affiliates
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Urbana, IL
- Charles Schwab Trust Bank — Schedule C compensation
- Cozad Asset Management Inc. — Schedule C compensation
- Choreo LLC — Schedule C compensation
- Larson Financial Group LLC — Schedule C compensation
- Ruedi Wealth Mgmt Inc — Schedule C compensation
- Macroview Investment — Schedule C compensation
- Creative Planning LLC — Schedule C compensation