Freeman Regional Health Services 403(B) Plan — Form 5500 plan (Freeman Regional 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, Freeman Regional Health Services 403(B) Plan is a benefit plan reported by Freeman Regional Health Services under EIN 46-0232450 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $5,307,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freeman Regional Health Services
- EIN
- 46-0232450
- Plan number
- 001
- Plan type
- 2
- Location
- Freeman, SD
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $5,307,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241007103613NAL0015042417002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,307,664
- Net assets (EOY)
- $5,307,664
- Net assets (BOY)
- $4,147,142
Income & contributions
- Employer contributions
- $252,430
- Participant contributions
- $349,568
- Total contributions
- $764,898
- Total income / additions
- $1,502,570
Expenses & distributions
- Benefits paid
- $318,882
- Administrative expenses
- $23,166
- Total expenses
- $342,048
- Net increase / (decrease)
- $1,160,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $22,235 | not reported in the loaded dataset | 2023 |
| Capital Group Retire Plan Services | RECORDKEEPER | $250 | $0 | 2023 |
| Definiti LLC | THIRD PARTY ADMINISTRATOR | $120 | not reported in the loaded dataset | 2023 |