Southeasthealth 401a Plan — Form 5500 plan (Southeast Missouri Hospital Association)

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, Southeasthealth 401a Plan is a benefit plan reported by Southeast Missouri Hospital Association under EIN 43-0654874 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,044 participants and $69,700,981 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southeast Missouri Hospital Association
EIN
43-0654874
Plan number
004
Plan type
2
Location
Cape Girardeau, MO
Latest filing year
2023
Participants
2,044
End-of-year plan assets
$69,700,981

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,044H, C20241008152255NAL0030356912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,700,981
Total liabilities (EOY)
$0
Net assets (EOY)
$69,700,981
Net assets (BOY)
$67,872,163

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$9,986,892

Expenses & distributions

Benefits paid
$8,053,942
Administrative expenses
$104,132
Total expenses
$8,158,074
Net increase / (decrease)
$1,828,818

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$66,591not reported in the loaded dataset2023
Concord Advisory Group Inc.NONE$37,541not reported in the loaded dataset2023

Related Form 5500 pages