2023 Form 5500 filing — Butler Memorial Hospital 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 20241015112055NAL0016219267002) for Butler Memorial Hospital 403(B) Plan, reported by Butler Memorial Hospital under EIN 25-0965274 and plan number 007. It reports 2,347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112055NAL0016219267002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Butler Memorial Hospital
- EIN
- 25-0965274
- Plan number
- 007
- Location
- Butler, PA
- Participants
- 2,347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,378,362
- Net assets (EOY)
- $95,378,362
- Employer contributions
- $915,347
- Participant contributions
- $5,773,253
- Total income / additions
- $21,185,424
- Benefits paid
- $10,851,061
- Administrative expenses
- $321,251
- Total expenses
- $11,174,330
- Net increase / (decrease)
- $10,011,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER /CUSTODIAN | $143,292 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $109,238 | $0 |
| Definiti LLC | TPA | $67,151 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $150 | $0 |