2023 Form 5500 filing — South Peninsula Hospital 403(B) Plan For Union Employees

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 20241007122752NAL0026123696001) for South Peninsula Hospital 403(B) Plan For Union Employees, reported by South Peninsula Hospital, Inc. under EIN 92-0037099 and plan number 004. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007122752NAL0026123696001
Filing year
2023
Form type
2
Plan sponsor
South Peninsula Hospital, Inc.
EIN
92-0037099
Plan number
004
Location
Homer, AK
Participants
377
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,259,052
Total liabilities (EOY)
$0
Net assets (EOY)
$7,259,052
Employer contributions
$905,009
Participant contributions
$740,986
Total income / additions
$2,698,935
Benefits paid
$187,101
Administrative expenses
$26,608
Total expenses
$213,709
Net increase / (decrease)
$2,485,226
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Newport Group, Inc.RECORDKEEPER$24,104$0

Related Form 5500 pages