Door County Memorial Hospital Tax Deferred Annuity Plan — Form 5500 plan (Door County Memorial Hospital)

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, Door County Memorial Hospital Tax Deferred Annuity Plan is a benefit plan reported by Door County Memorial Hospital under EIN 39-0806324 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,008 participants and $108,028,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Door County Memorial Hospital
EIN
39-0806324
Plan number
002
Plan type
2
Location
Sturgeon Bay, WI
Latest filing year
2023
Participants
1,008
End-of-year plan assets
$108,028,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,008H, C20241008132114NAL0016735793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,028,753
Total liabilities (EOY)
$0
Net assets (EOY)
$108,028,753
Net assets (BOY)
$97,668,054

Income & contributions

Employer contributions
$2,716,376
Participant contributions
$4,163,105
Total contributions
$7,868,527
Total income / additions
$19,128,282

Expenses & distributions

Benefits paid
$8,538,306
Administrative expenses
$177,176
Total expenses
$8,767,583
Net increase / (decrease)
$10,360,699

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$90,001$02023
Global Retirement Partners LLCCONSULTANT$75,000$02023
Wipfli, LlpAUDITOR$12,175$02023

Related Form 5500 pages