Southwest Health Center, Inc. 403(B) Tsa 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. 403(B) Tsa Plan is a benefit plan reported by Southwest Health Center, Inc. under EIN 39-1370626 and plan number 002. The latest loaded filing year is 2023. The filing reports 725 participants and $41,916,578 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
- 002
- Plan type
- 2
- Location
- Platteville, WI
- Latest filing year
- 2023
- Participants
- 725
- End-of-year plan assets
- $41,916,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 725 | H, C | 20241015111335NAL0014461651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,916,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,916,578
- Net assets (BOY)
- $23,671,250
Income & contributions
- Employer contributions
- $1,670,151
- Participant contributions
- $3,291,236
- Total contributions
- $15,942,451
- Total income / additions
- $20,824,256
Expenses & distributions
- Benefits paid
- $2,571,782
- Administrative expenses
- $7,146
- Total expenses
- $2,578,928
- Net increase / (decrease)
- $18,245,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Concourse Fin Group Sec-Proequities | PARTNER PAYME NTS | $38,537 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | INVESTMENT ADVISORY | $33,771 | not reported in the loaded dataset | 2023 |
| The Pension Specialists Ltd | TPA ALLOW + O THER SERVIC | $0 | $14,177 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Platteville, WI
- Concourse Fin Group Sec-Proequities — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- The Pension Specialists Ltd — Schedule C compensation