2023 Form 5500 filing — St. Mary'S 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 20241101111645NAL0001906179001) for St. Mary'S Medical Center 403(B) Plan, reported by St. Mary'S Medical Center under EIN 55-0357050 and plan number 001. It reports 5,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101111645NAL0001906179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Mary'S Medical Center
- EIN
- 55-0357050
- Plan number
- 001
- Location
- Huntington, WV
- Participants
- 5,500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $153,797,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,797,221
- Employer contributions
- $7,793,384
- Total income / additions
- $29,179,284
- Benefits paid
- $10,441,634
- Administrative expenses
- $2,777,631
- Total expenses
- $13,219,265
- Net increase / (decrease)
- $15,960,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | RETAINED BY EMPLOYER | $412,688 | not reported in the loaded dataset |
| Valic Retirement Services Company | NONE | $383,596 | $0 |
| John Hancock | RETAINED BY EMPLOYER | $194,247 | $0 |
| Variable Annuity Life Insurance Co | NONE | $2,456 | $0 |
| Metlife Insurance Company | NONE | $1,275 | $0 |