2023 Form 5500 filing — Union Hospital 403(B) Savings 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 20241007123556NAL0026133600001) for Union Hospital 403(B) Savings Plan, reported by Union Hospital Association under EIN 34-0714771 and plan number 004. It reports 1,366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007123556NAL0026133600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Hospital Association
- EIN
- 34-0714771
- Plan number
- 004
- Location
- Dover, OH
- Participants
- 1,366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,059,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,059,802
- Employer contributions
- $3,134,043
- Participant contributions
- $4,668,526
- Total income / additions
- $20,389,220
- Benefits paid
- $5,727,130
- Administrative expenses
- $41,176
- Total expenses
- $5,812,007
- Net increase / (decrease)
- $14,577,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,465 | $0 |
| Cbiz Cpas P.C. | AUDIT | $7,096 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | INVESTMENT ADVISOR | $5,898 | not reported in the loaded dataset |