2023 Form 5500 filing — Incentive Savings Plan For Employees Of Meadville Medical Center
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 20241015184746NAL0050950896005) for Incentive Savings Plan For Employees Of Meadville Medical Center, reported by Meadville Medical Center under EIN 25-1512436 and plan number 004. It reports 2,022 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184746NAL0050950896005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meadville Medical Center
- EIN
- 25-1512436
- Plan number
- 004
- Location
- Meadville, PA
- Participants
- 2,022
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,961,509
- Net assets (EOY)
- $148,961,509
- Employer contributions
- $2,640,636
- Participant contributions
- $6,371,570
- Total income / additions
- $28,043,929
- Benefits paid
- $5,926,318
- Administrative expenses
- $213,190
- Total expenses
- $6,150,576
- Net increase / (decrease)
- $21,893,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Servies Company | NONE | $64,364 | $0 |
| Lpl Financial | NONE | $60,485 | not reported in the loaded dataset |
| Cambridge Inv. Research Adv., Inc. | NONE | $48,385 | not reported in the loaded dataset |
| Feltz Wealth Plan | NONE | $39,956 | not reported in the loaded dataset |