2023 Form 5500 filing — Beverly Hospital Employees' Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920115600NAL0002933171001) for Beverly Hospital Employees' Retirement Plan, reported by Beverly Hospital under EIN 95-1816005 and plan number 002. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920115600NAL0002933171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beverly Hospital
- EIN
- 95-1816005
- Plan number
- 002
- Location
- Montebello, CA
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,159,378
- Net assets (EOY)
- $16,159,378
- Total income / additions
- $2,060,369
- Benefits paid
- $2,607,598
- Administrative expenses
- $65,942
- Total expenses
- $2,673,540
- Net increase / (decrease)
- -$613,171
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $30,879 | $0 |
| Sageview Advisory Group | ADVISOR | $20,563 | not reported in the loaded dataset |
| Holthouse Carlin Van Tright Llp | AUDITOR | $14,500 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |