Prairie Ridge Health, Inc. Employer Matched 403(B) — Form 5500 plan (Prairie Ridge Health, 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, Prairie Ridge Health, Inc. Employer Matched 403(B) is a benefit plan reported by Prairie Ridge Health, Inc. under EIN 39-1140373 and plan number 002. The latest loaded filing year is 2023. The filing reports 481 participants and $36,182,538 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$36.2MPlan net assets, end of year$36,182,538
Participants481Covered participants reported
Assets / participant$75.2KComputed: assets ÷ participants$75,224 (computed)
Provider compensation$115.8K2 Schedule C provider row(s)$115,775
Plan sponsor
Prairie Ridge Health, Inc.
EIN
39-1140373
Plan number
002
Plan type
2
Location
Columbus, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023481H, C20241015194729NAL0017136515001
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)$36.2M total assets
Net assets$36.2MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
Employer$838.7K
Participant$1.9M
Full reported line items

Net assets

Total assets (EOY)
$36,182,538
Total liabilities (EOY)
$0
Net assets (EOY)
$36,182,538
Net assets (BOY)
$30,834,938

Income & contributions

Employer contributions
$838,658
Participant contributions
$1,853,537
Total contributions
$3,402,200
Total income / additions
$7,580,600

Expenses & distributions

Benefits paid
$2,163,014
Administrative expenses
$61,303
Total expenses
$2,233,000
Net increase / (decrease)
$5,347,600
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 31%Participant 69%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$61,303$02023
Global Retirement Partners, LLCADVISOR$54,472not reported in the loaded dataset2023

Related Form 5500 pages