Form 5500 · Retirement plan · SPOONER, WI
SPOONER HEALTH SYSTEM
The filing calls this plan SPOONER HEALTH SYSTEM 403(B) PLAN.
SPOONER HEALTH SYSTEM of SPOONER, WI's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0892183 · plan 001 · plan year 2024, filed Oct 14, 2025
Plan brief
Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
The contracts held $2,203,880 at the end of the plan year, as reported on Schedule A.
$5,442 in agent commissions is disclosed across the contracts; LPL FINANCIAL CORPORATION is the agent of record.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in December.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | 39 | December | $1,171,066 | $5,442 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | 16 | December | $1,032,814 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
From Schedule H of this filing.
We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.
More employer plans in Wisconsin — largest plans, brokers, carriers and renewal months.