Citizens Memorial Health Care System Matched Savings 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 Matched Savings Plan is a benefit plan reported by Citizens Memorial Hospital District under EIN 43-1142176 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,717 participants and $75,968,151 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$76MPlan net assets, end of year$75,968,151
Participants2.7KCovered participants reported2,717
Assets / participant$28KComputed: assets ÷ participants$27,960 (computed)
Provider compensation$122.1K4 Schedule C provider row(s)$122,098
- Plan sponsor
- Citizens Memorial Hospital District
- EIN
- 43-1142176
- Plan number
- 004
- Plan type
- 2
- Location
- Bolivar, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,717 | H, C | 20241007182641NAL0028177472001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$76M total assets
Net assets$76MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $75,968,151
- Net assets (EOY)
- $75,968,151
- Net assets (BOY)
- $62,022,562
Income & contributions
- Employer contributions
- $1,011,787
- Participant contributions
- $8,199,510
- Total contributions
- $9,851,881
- Total income / additions
- $20,570,483
Expenses & distributions
- Benefits paid
- $6,348,811
- Administrative expenses
- $88,396
- Total expenses
- $6,437,207
- Net increase / (decrease)
- $14,133,276
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
89%
Employer 11%Participant 89%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $116,449 | $0 | 2023 |
| Prime Capital Investment Adv | SECURITIES BROKER | $5,086 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $563 | $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
- Transamerica Retirement Solutions — Schedule C compensation
- Prime Capital Investment Adv — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation