Jefferson Community Health Center Inc. Tax Deferred Annuity Plan — Form 5500 plan (Jefferson Community Health Center 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, Jefferson Community Health Center Inc. Tax Deferred Annuity Plan is a benefit plan reported by Jefferson Community Health Center Inc. under EIN 47-0468078 and plan number 007. The latest loaded filing year is 2023. The filing reports 285 participants and $11,811,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jefferson Community Health Center Inc.
- EIN
- 47-0468078
- Plan number
- 007
- Plan type
- 2
- Location
- Fairbury, NE
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $11,811,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20240726100923NAL0015792865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,811,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,811,583
- Net assets (BOY)
- $9,464,679
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $945,141
- Total contributions
- $945,141
- Total income / additions
- $2,708,660
Expenses & distributions
- Benefits paid
- $361,756
- Administrative expenses
- $0
- Total expenses
- $361,756
- Net increase / (decrease)
- $2,346,904
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $0 | $20,272 | 2023 |