Plan5500

Vernon Memorial Healthcare Employees Pension & Savings Plan — Form 5500 plan (Vernon Memorial Healthcare, 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, Vernon Memorial Healthcare Employees Pension & Savings Plan is a benefit plan reported by Vernon Memorial Healthcare, Inc. under EIN 39-0806404 and plan number 001. The latest loaded filing year is 2023. The filing reports 587 participants and $53,573,779 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$53.6MPlan net assets, end of year$53,573,779
Participants587Covered participants reported
Assets / participant$91.3KComputed: assets ÷ participants$91,267 (computed)
Provider compensation$67.4K4 Schedule C provider row(s)$67,376
Plan sponsor
Vernon Memorial Healthcare, Inc.
EIN
39-0806404
Plan number
001
Plan type
2
Location
Viroqua, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    587 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$53.6M total assets
Net assets$53.6MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$500K
Participant$959.4K
Full reported line items

Net assets

Total assets (EOY)
$53,573,779
Total liabilities (EOY)
$0
Net assets (EOY)
$53,573,779
Net assets (BOY)
$51,793,732

Income & contributions

Employer contributions
$500,014
Participant contributions
$959,409
Total contributions
$1,459,423
Total income / additions
$5,130,931

Expenses & distributions

Benefits paid
$3,283,508
Administrative expenses
$67,376
Total expenses
$3,350,884
Net increase / (decrease)
$1,780,047
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income64%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Newport Group, Inc.$24.9K
    RECORDKEEPER · Direct $24.9K · Indirect $0
  2. 2
    Hewins Financial$17.8K
    ADVISOR · Direct $17.8K
  3. 3
    Creative Planning, LLC$17.1K
    ADVISOR · Direct $17.1K
  4. 4
    Newport Trust Company$7.5K
    TRUSTEE · Direct $7.5K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Vernon Memorial Healthcare Employees Pension & Savings Plan?
Vernon Memorial Healthcare Employees Pension & Savings Plan is reported as sponsored by Vernon Memorial Healthcare, Inc. (EIN 39-0806404, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Vernon Memorial Healthcare Employees Pension & Savings Plan?
The latest Form 5500 filing year loaded for Vernon Memorial Healthcare Employees Pension & Savings Plan is 2023.
How many participants does Vernon Memorial Healthcare Employees Pension & Savings Plan report?
Vernon Memorial Healthcare Employees Pension & Savings Plan reports 587 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Vernon Memorial Healthcare Employees Pension & Savings Plan?
Vernon Memorial Healthcare Employees Pension & Savings Plan reports $53,573,779 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages