Truman Medical Centers Cash Balance Retirement Plan — Form 5500 plan (Truman Medical Centers)
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, Truman Medical Centers Cash Balance Retirement Plan is a benefit plan reported by Truman Medical Centers under EIN 44-0661018 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,557 participants and $149,338,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Truman Medical Centers
- EIN
- 44-0661018
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 3,557
- End-of-year plan assets
- $149,338,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,557 | H, C | 20241014112101NAL0045772672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,338,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,338,059
- Net assets (BOY)
- $146,533,388
Income & contributions
- Total contributions
- $8,380
- Total income / additions
- $16,455,162
Expenses & distributions
- Benefits paid
- $10,714,233
- Administrative expenses
- $2,936,258
- Total expenses
- $13,650,491
- Net increase / (decrease)
- $2,804,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $276,707 | not reported in the loaded dataset | 2023 |
| Onedigital | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Commerce Trust Company | NONE | $33,974 | not reported in the loaded dataset | 2023 |
| Bank Of Oklahoma | NONE | $32,348 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Truman Medical Centers
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Milliman — Schedule C compensation
- Onedigital — Schedule C compensation
- Commerce Trust Company — Schedule C compensation
- Bank Of Oklahoma — Schedule C compensation