Memorial Community Health Inc. Tax Deferred Annuity Plan — Form 5500 plan (Memorial Community Health Inc.)
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, Memorial Community Health Inc. Tax Deferred Annuity Plan is a benefit plan reported by Memorial Community Health Inc. under EIN 47-0461859 and plan number 003. The latest loaded filing year is 2023. The filing reports 324 participants and $22,038,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Memorial Community Health Inc.
- EIN
- 47-0461859
- Plan number
- 003
- Plan type
- 2
- Location
- Aurora, NE
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $22,038,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20240926123855NAL0000426867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,038,938
- Net assets (EOY)
- $22,038,938
- Net assets (BOY)
- $20,416,844
Income & contributions
- Employer contributions
- $653,730
- Participant contributions
- $856,068
- Total contributions
- $1,510,840
- Total income / additions
- $4,287,240
Expenses & distributions
- Benefits paid
- $2,557,160
- Administrative expenses
- $107,986
- Total expenses
- $2,665,146
- Net increase / (decrease)
- $1,622,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $75,063 | $0 | 2023 |
| Usi Advisors | ADVISOR | $32,923 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |