2023 Form 5500 filing — Shore 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 20241015111347NAL0014461923001) for Shore Medical Center 403(B) Plan, reported by Shore Memorial Hospital Dba Shore Medical Center under EIN 21-0660835 and plan number 003. It reports 513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111347NAL0014461923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shore Memorial Hospital Dba Shore Medical Center
- EIN
- 21-0660835
- Plan number
- 003
- Location
- Somers Point, NJ
- Participants
- 513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,490,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,490,622
- Employer contributions
- $0
- Participant contributions
- $1,708,839
- Total income / additions
- $6,572,010
- Benefits paid
- $3,685,680
- Administrative expenses
- $114,611
- Total expenses
- $3,800,291
- Net increase / (decrease)
- $2,771,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $70,509 | $0 |
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $45,643 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $455 | not reported in the loaded dataset |