2023 Form 5500 filing — Somerset Hospital 403(B) 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 20241009151220NAL0037472194002) for Somerset Hospital 403(B) Plan, reported by Somerset Hospital under EIN 25-0965570 and plan number 003. It reports 683 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151220NAL0037472194002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Somerset Hospital
- EIN
- 25-0965570
- Plan number
- 003
- Location
- Somerset, PA
- Participants
- 683
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,646,697
- Net assets (EOY)
- $33,646,697
- Total income / additions
- $4,767,606
- Benefits paid
- $3,762,847
- Administrative expenses
- $168,332
- Total expenses
- $3,931,179
- Net increase / (decrease)
- $836,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | INVESTMENT ADVISORS/CUST. | $138,332 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISORS/CUST. | $30,000 | $0 |