2023 Form 5500 filing — Cape Regional Medical Center Defined Contribution 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 20241011154334NAL0023143857001) for Cape Regional Medical Center Defined Contribution Retirement Plan, reported by Cape Regional Medical Center under EIN 21-0662542 and plan number 010. It reports 1,409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$97.6MReported net assets$97,607,323
Participants1.4K1,409
Provider compensation$239.4K2 Schedule C row(s)$239,355
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011154334NAL0023143857001
Plan sponsor
Cape Regional Medical Center
EIN
21-0662542
Plan number
010
Location
Cape May Court House, NJ
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$97.6M total assets
Net assets$97.6MLiabilities
Money in vs. money out
Total income / additions$21.5M
Total expenses$9.3M
Benefits paid / distributions$8.9M
Contributions
Employer$2.5M
Participant$4.3M
Full reported line items
Total assets (EOY)
$97,607,323
Net assets (EOY)
$97,607,323
Employer contributions
$2,474,701
Participant contributions
$4,331,384
Total income / additions
$21,510,197
Benefits paid
$8,927,330
Administrative expenses
$239,355
Total expenses
$9,282,386
Net increase / (decrease)
$12,227,811

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORDKEEPER$152,202$0
Ubs Financial Services Inc.CONSULTANT$87,153not reported in the loaded dataset

Related Form 5500 pages