Gundersen Boscobel Area Hospital And Clinics Retirement Plan — Form 5500 plan (Gundersen Boscobel Area Hospital And Clinics)
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, Gundersen Boscobel Area Hospital And Clinics Retirement Plan is a benefit plan reported by Gundersen Boscobel Area Hospital And Clinics under EIN 39-0845590 and plan number 003. The latest loaded filing year is 2023. The filing reports 208 participants and $11,954,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gundersen Boscobel Area Hospital And Clinics
- EIN
- 39-0845590
- Plan number
- 003
- Plan type
- 2
- Location
- Boscobel, WI
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $11,954,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20240814073157NAL0011518353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,954,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,954,146
- Net assets (BOY)
- $10,161,547
Income & contributions
- Employer contributions
- $341,097
- Participant contributions
- $805,277
- Total contributions
- $1,332,075
- Total income / additions
- $2,435,318
Expenses & distributions
- Benefits paid
- $585,596
- Administrative expenses
- $57,123
- Total expenses
- $642,719
- Net increase / (decrease)
- $1,792,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $35,687 | $0 | 2023 |
| Global Retirement Partners | CONSULTANT | $21,436 | not reported in the loaded dataset | 2023 |