Citizens Memorial Health Care System Profit Sharing Plan — Form 5500 plan (Citizens Memorial Hospital District)
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, Citizens Memorial Health Care System Profit Sharing Plan is a benefit plan reported by Citizens Memorial Hospital District under EIN 43-1142176 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,489 participants and $40,712,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Citizens Memorial Hospital District
- EIN
- 43-1142176
- Plan number
- 001
- Plan type
- 2
- Location
- Bolivar, MO
- Latest filing year
- 2023
- Participants
- 2,489
- End-of-year plan assets
- $40,712,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,489 | H, C | 20241007182512NAL0028174784002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,712,754
- Net assets (EOY)
- $40,712,754
- Net assets (BOY)
- $36,021,896
Income & contributions
- Employer contributions
- $1,851,218
- Total contributions
- $1,851,218
- Total income / additions
- $6,993,871
Expenses & distributions
- Benefits paid
- $2,193,896
- Administrative expenses
- $296,804
- Total expenses
- $2,490,700
- Net increase / (decrease)
- $4,503,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Financial Solutions, Inc. | ADVISOR | $73,161 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | CONSULTANT | $41,500 | not reported in the loaded dataset | 2023 |
| Lpl Financial | ADVISOR | $41,500 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $40,854 | $0 | 2023 |
| Elliott, Robinson & Company, Llp | AUDITOR | $30,128 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $250 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Citizens Memorial Hospital District
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Bolivar, MO
- Cbiz Financial Solutions, Inc. — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Elliott, Robinson & Company, Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation