2023 Form 5500 filing — St. Joseph'S Hospital, Inc. Retirement Plan And Trust
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 20241003121401NAL0005703091001) for St. Joseph'S Hospital, Inc. Retirement Plan And Trust, reported by St. Joseph'S Hospital Of Buckhannon, Inc. under EIN 55-0356996 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003121401NAL0005703091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Joseph'S Hospital Of Buckhannon, Inc.
- EIN
- 55-0356996
- Plan number
- 001
- Location
- Buckhannon, WV
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,310,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,310,567
- Employer contributions
- $191,911
- Total income / additions
- $1,939,138
- Benefits paid
- $658,262
- Administrative expenses
- $45,338
- Total expenses
- $703,600
- Net increase / (decrease)
- $1,235,538
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $45,337 | not reported in the loaded dataset |