Swope Health Services Retirement Plan — Form 5500 plan (Swope Health Services)
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, Swope Health Services Retirement Plan is a benefit plan reported by Swope Health Services under EIN 43-0957840 and plan number 001. The latest loaded filing year is 2023. The filing reports 719 participants and $29,973,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swope Health Services
- EIN
- 43-0957840
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 719
- End-of-year plan assets
- $29,973,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 719 | H, C | 20241003135530NAL0017807872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,973,215
- Total liabilities (EOY)
- $74
- Net assets (EOY)
- $29,973,141
- Net assets (BOY)
- $27,151,569
Income & contributions
- Employer contributions
- $825,155
- Participant contributions
- $1,905,270
- Total contributions
- $2,778,366
- Total income / additions
- $6,979,901
Expenses & distributions
- Benefits paid
- $4,021,575
- Administrative expenses
- $136,754
- Total expenses
- $4,158,329
- Net increase / (decrease)
- $2,821,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, Inc. | BROKER/ADVISOR | $96,630 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Company | RECORDKEEPER | $38,892 | $0 | 2023 |
| Onedigital Investment Advisors | CONTRACT ADMINISTRATOR | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swope Health Services
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Resources Investment Advisors, Inc. — Schedule C compensation
- Great-West Life & Annuity Company — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation