2023 Form 5500 filing — Sturgis Hospital, Inc. 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 20241003121007NAL0017626320001) for Sturgis Hospital, Inc. Retirement Plan, reported by Sturgis Hospital, Inc. under EIN 35-2362438 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003121007NAL0017626320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sturgis Hospital, Inc.
- EIN
- 35-2362438
- Plan number
- 001
- Location
- Sturgis, MI
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,811,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,811,393
- Total income / additions
- $6,206,623
- Benefits paid
- $3,619,603
- Administrative expenses
- $152,006
- Total expenses
- $3,771,609
- Net increase / (decrease)
- $2,435,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $86,934 | $0 |
| Aon Consulting | NONE | $39,565 | not reported in the loaded dataset |
| Comerica Bank & Trust | TRUSTEE | $13,600 | $0 |