Winner Regional Healthcare Center Tax Deferred Annuity Plan — Form 5500 plan (Winner Regional Healthcare Center)
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, Winner Regional Healthcare Center Tax Deferred Annuity Plan is a benefit plan reported by Winner Regional Healthcare Center under EIN 46-0274380 and plan number 002. The latest loaded filing year is 2023. The filing reports 206 participants and $9,720,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winner Regional Healthcare Center
- EIN
- 46-0274380
- Plan number
- 002
- Plan type
- 2
- Location
- Winner, SD
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $9,720,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20240731155036NAL0047342210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,720,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,720,686
- Net assets (BOY)
- $8,223,998
Income & contributions
- Employer contributions
- $155,795
- Participant contributions
- $383,579
- Total contributions
- $539,374
- Total income / additions
- $1,909,354
Expenses & distributions
- Benefits paid
- $412,546
- Administrative expenses
- $120
- Total expenses
- $412,666
- Net increase / (decrease)
- $1,496,688
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $120 | $49,384 | 2023 |