2023 Form 5500 filing — Hunterdon Healthcare 403(B) Retirement 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 20241014132332NAL0026253281001) for Hunterdon Healthcare 403(B) Retirement Savings Plan, reported by Hunterdon Healthcare System under EIN 22-1537688 and plan number 006. It reports 3,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132332NAL0026253281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunterdon Healthcare System
- EIN
- 22-1537688
- Plan number
- 006
- Location
- Flemington, NJ
- Participants
- 3,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,328,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $200,328,411
- Employer contributions
- $6,865,676
- Participant contributions
- $14,933,734
- Total income / additions
- $51,330,377
- Benefits paid
- $13,731,068
- Administrative expenses
- $476,026
- Total expenses
- $14,282,338
- Net increase / (decrease)
- $37,048,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aspire Advisors, LLC | NONE | $282,164 | $0 |
| Benefit Plans Adminitrative Svcs | NONE | $193,862 | $0 |