Home Jennie Edmundson Memorial Hospital Jennie Edmundson Memorial Hospital Employee Retirement Plan Jennie Edmundson Memorial Hospital Employee Retirement Plan — Form 5500 plan (Jennie Edmundson Memorial Hospital) 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, Jennie Edmundson Memorial Hospital Employee Retirement Plan is a benefit plan reported by Jennie Edmundson Memorial Hospital under EIN 42-0680355 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,296 participants and $54,194,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
Plan sponsor Jennie Edmundson Memorial Hospital
EIN 42-0680355
Plan number 001
Plan type 2
Location Council Bluffs, IA
Latest filing year 2023
Participants 1,296
End-of-year plan assets $54,194,768 Form 5500 filing history Filings loaded for this plan Filing year Participants Schedules Filing 2023 1,296 H, C 20241009120105NAL0037669714001
Reported financial statement (2023 · Schedule H) Net assets
Total assets (EOY) $54,194,768
Total liabilities (EOY) $0
Net assets (EOY) $54,194,768
Net assets (BOY) $56,319,515 Income & contributions
Total contributions $0
Total income / additions $4,284,625 Expenses & distributions
Benefits paid $5,676,644
Administrative expenses $732,728
Total expenses $6,409,372
Net increase / (decrease) -$2,124,747 Service provider compensation (Schedule C) Reported service provider compensation Provider Service Direct comp. Indirect comp. Year Jp Morgan Investment Management Inc INVESTMENT MANAGER $72,295 not reported in the loaded dataset 2023 Marquette Associates INVESTMENT ADVISOR $65,000 not reported in the loaded dataset 2023 Hub International Great Plains ACTUARY $57,351 not reported in the loaded dataset 2023 Trumbull Property Fund Ubs Realty INVESTMENT MANAGER $28,810 not reported in the loaded dataset 2023 Lutz & Company ACCOUNTING $17,750 not reported in the loaded dataset 2023 Principal TRUSTEE & CUSTODIAN $16,767 not reported in the loaded dataset 2023 Eagle Capital Management LLC INVESTMENT MANAGER $5,975 not reported in the loaded dataset 2023
Source: U.S. Department of Labor / EBSA (Form 5500, EFAST2). Latest loaded filing year on this page: 2023. Figures reflect what plan sponsors reported on public Form 5500 filings and may contain reporting errors or omissions. This page is informational and is not investment, legal, or tax advice. Plan5500 is not affiliated with DOL, EBSA, IRS, or PBGC.
Methodology · Data sources