2023 Form 5500 filing — Suburban Hospital, Inc. 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 20241014103011NAL0013138099001) for Suburban Hospital, Inc. 403(B) Savings Plan, reported by Suburban Hospital, Inc. under EIN 52-0610545 and plan number 002. It reports 2,757 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)$147.6MReported net assets$147,649,763
Participants2.8K2,757
Provider compensation$143.4K3 Schedule C row(s)$143,373
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014103011NAL0013138099001
- Plan sponsor
- Suburban Hospital, Inc.
- EIN
- 52-0610545
- Plan number
- 002
- Location
- Bethesda, MD
- 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)$147.6M total assets
Net assets$147.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $147,649,763
- Net assets (EOY)
- $147,649,763
- Employer contributions
- $1,676,979
- Participant contributions
- $9,723,484
- Total income / additions
- $30,556,388
- Benefits paid
- $13,982,964
- Administrative expenses
- $143,735
- Total expenses
- $14,147,216
- Net increase / (decrease)
- $16,409,172
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $137,498 | $0 |
| Creative Planning, LLC | BROKER | $5,875 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |