Rockford Health System Retirement Plan — Form 5500 plan (Mercy Health Corporation)

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, Rockford Health System Retirement Plan is a benefit plan reported by Mercy Health Corporation under EIN 47-2158680 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,559 participants and $145,486,584 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mercy Health Corporation
EIN
47-2158680
Plan number
002
Plan type
2
Location
Rockford, IL
Latest filing year
2023
Participants
2,559
End-of-year plan assets
$145,486,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,559H, C20241015170734NAL0016939107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$145,486,584
Total liabilities (EOY)
$0
Net assets (EOY)
$145,486,584
Net assets (BOY)
$111,853,966

Income & contributions

Total contributions
$78,498
Total income / additions
$23,367,298

Expenses & distributions

Benefits paid
$32,396,514
Administrative expenses
$93,182
Total expenses
$32,538,894
Net increase / (decrease)
-$9,171,596

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$98,425$02023

Related Form 5500 pages