Shannon Medical Center 401(K) Savings And Retirement Plan — Form 5500 plan (Shannon Medical 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, Shannon Medical Center 401(K) Savings And Retirement Plan is a benefit plan reported by Shannon Medical Center under EIN 75-2559845 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,926 participants and $408,224,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shannon Medical Center
- EIN
- 75-2559845
- Plan number
- 001
- Plan type
- 2
- Location
- San Angelo, TX
- Latest filing year
- 2023
- Participants
- 4,926
- End-of-year plan assets
- $408,224,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,926 | H, C | 20240923092402NAL0011248657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $408,224,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $408,224,064
- Net assets (BOY)
- $338,495,071
Income & contributions
- Employer contributions
- $8,597,129
- Participant contributions
- $17,983,695
- Total contributions
- $28,745,349
- Total income / additions
- $92,816,953
Expenses & distributions
- Benefits paid
- $22,459,910
- Administrative expenses
- $572,055
- Total expenses
- $23,087,960
- Net increase / (decrease)
- $69,728,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $520,608 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $31,140 | $0 | 2023 |
| Forvis Llp | NONE | $16,485 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shannon Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Angelo, TX
- Milliman, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Forvis Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation