Anderson Healthcare 403b Plan — Form 5500 plan (Anderson Healthcare)

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, Anderson Healthcare 403b Plan is a benefit plan reported by Anderson Healthcare under EIN 84-3965822 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,828 participants and $84,730,294 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anderson Healthcare
EIN
84-3965822
Plan number
002
Plan type
2
Location
Maryville, IL
Latest filing year
2023
Participants
1,828
End-of-year plan assets
$84,730,294

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,828H, C20241015123503NAL0056160098001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,730,294
Total liabilities (EOY)
$0
Net assets (EOY)
$84,730,294
Net assets (BOY)
$71,830,061

Income & contributions

Employer contributions
$1,720,114
Participant contributions
$4,696,247
Total contributions
$6,808,009
Total income / additions
$17,546,778

Expenses & distributions

Benefits paid
$4,644,397
Administrative expenses
$2,148
Total expenses
$4,646,545
Net increase / (decrease)
$12,900,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$4,698$228,2122023
Creative Planning LLCNONE$0$71,3762023
Lockton Investments Adv LLCNONE$0$13,4392023

Related Form 5500 pages