OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 600 9TH AVE N,SIBLEY,IA
  • Phone: (712) 754-2574

Plan General Information

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN is $4,486,956.00.This plan was established in 2009.

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN is 154

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN is $29,136.00

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN is $1,863.00.

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN is approximately $928.00
Investing in this additonal $928.00 for 20 years would give you extra $59,433.00, assuming a 10% annual return.

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN Total Employer Contribution and Match Rate

In 2023, OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN allocates $143,012.00 to match its employees' contributions, providing an employer match rate of 53.68% of their contributions

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN is 14.98%.

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN is 17.15%. This measures the effectiveness of the plan participants' investments in the year.

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN is 0.85%.

Enrollment Features

OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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