Stewart Memorial Community Hospital Internal Revenue Code Section 403(B) — Form 5500 plan (Stewart Memorial Community 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, Stewart Memorial Community Hospital Internal Revenue Code Section 403(B) is a benefit plan reported by Stewart Memorial Community Hospital under EIN 42-0860039 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $23,942,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stewart Memorial Community Hospital
- EIN
- 42-0860039
- Plan number
- 001
- Plan type
- 2
- Location
- Lake City, IA
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $23,942,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20240816150801NAL0008387411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,942,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,942,779
- Net assets (BOY)
- $21,010,887
Income & contributions
- Employer contributions
- $364,622
- Participant contributions
- $1,291,798
- Total contributions
- $1,860,736
- Total income / additions
- $5,291,119
Expenses & distributions
- Benefits paid
- $2,233,835
- Administrative expenses
- $125,392
- Total expenses
- $2,359,227
- Net increase / (decrease)
- $2,931,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,392 | $0 | 2023 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $89,102 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stewart Memorial Community Hospital
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Lake City, IA
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Advisors Fin Network — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation