2023 Form 5500 filing — Jennie Stuart Medical Center 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 20241015094447NAL0027978337001) for Jennie Stuart Medical Center 403(B) Plan, reported by Jennie Stuart Medical Center under EIN 61-0482973 and plan number 003. It reports 1,214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094447NAL0027978337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jennie Stuart Medical Center
- EIN
- 61-0482973
- Plan number
- 003
- Location
- Hopkinsville, KY
- Participants
- 1,214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,746,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,746,471
- Employer contributions
- $941,421
- Participant contributions
- $2,753,209
- Total income / additions
- $8,415,615
- Benefits paid
- $1,260,299
- Administrative expenses
- $108,114
- Total expenses
- $1,370,847
- Net increase / (decrease)
- $7,044,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $52,633 | $0 |
| Procourse Fiduciary Advisors | ADVISOR | $39,400 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $8,794 | $0 |