Plan5500

Southwest Health Center, Inc. Savings Plan — Form 5500 plan (Southwest Health Center, 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, Southwest Health Center, Inc. Savings Plan is a benefit plan reported by Southwest Health Center, Inc. under EIN 39-1370626 and plan number 001. The latest loaded filing year is 2023. The filing reports 475 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwest Health Center, Inc.
EIN
39-1370626
Plan number
001
Plan type
2
Location
Platteville, WI
Latest filing year
2023
Participants
475
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023475H, C20241015093914NAL0016072995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$11,038,069

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$804,083

Expenses & distributions

Benefits paid
$11,792,208
Administrative expenses
$49,944
Total expenses
$11,842,152
Net increase / (decrease)
-$11,038,069

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupINVESTMENT AD VISOR$49,409$02023
Concourse Financial - ProequitiesOTHER SERVICES$8,340$02023
The Pension Specialists LtdOTHER SERVICESnot reported in the loaded dataset$4,3742023

Related Form 5500 pages