Tax Deferred Annuity Plan Of Jefferson Regional Medical Center — Form 5500 plan (Jefferson Hospital Association, 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, Tax Deferred Annuity Plan Of Jefferson Regional Medical Center is a benefit plan reported by Jefferson Hospital Association, Inc under EIN 71-0329353 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $4,733,411 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.7MPlan net assets, end of year$4,733,411
Participants156Covered participants reported
Assets / participant$30.3KComputed: assets ÷ participants$30,342 (computed)
Provider compensation$6541 Schedule C provider row(s)
- Plan sponsor
- Jefferson Hospital Association, Inc
- EIN
- 71-0329353
- Plan number
- 002
- Plan type
- 2
- Location
- Pine Bluff, AR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240907082508NAL0004615778001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $4,733,411
- Net assets (EOY)
- $4,733,411
- Net assets (BOY)
- $4,365,364
Income & contributions
- Participant contributions
- $71,861
- Total contributions
- $71,861
- Total income / additions
- $691,093
Expenses & distributions
- Benefits paid
- $322,392
- Administrative expenses
- $654
- Total expenses
- $323,046
- Net increase / (decrease)
- $368,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $654 | $0 | 2023 |