2023 Form 5500 filing — Samaritan Medical Center/Samaritan Keep Home 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 20241014122852NAL0013278435004) for Samaritan Medical Center/Samaritan Keep Home 403(B) Plan, reported by Samaritan Medical Center under EIN 15-0533577 and plan number 006. It reports 1,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122852NAL0013278435004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samaritan Medical Center
- EIN
- 15-0533577
- Plan number
- 006
- Location
- Watertown, NY
- Participants
- 1,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,254,584
- Net assets (EOY)
- $9,254,584
- Participant contributions
- $1,007,508
- Total income / additions
- $2,398,759
- Benefits paid
- $677,672
- Administrative expenses
- $8,312
- Total expenses
- $685,984
- Net increase / (decrease)
- $1,712,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $5,616 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |