2023 Form 5500 filing — Marion General Hospital Employees' Retirement 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 20250402081438NAL0008498753001) for Marion General Hospital Employees' Retirement Plan, reported by Marion General Hospital, Inc. under EIN 35-0868130 and plan number 001. It reports 897 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402081438NAL0008498753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marion General Hospital, Inc.
- EIN
- 35-0868130
- Plan number
- 001
- Location
- Marion, IN
- Participants
- 897
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,296,916
- Total liabilities (EOY)
- $57,577
- Net assets (EOY)
- $57,239,339
- Employer contributions
- $2,000,000
- Total income / additions
- $3,310,411
- Benefits paid
- $5,304,901
- Administrative expenses
- $754,576
- Total expenses
- $6,059,477
- Net increase / (decrease)
- -$2,749,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schroder Investment Management | INDEPENDENT | $139,110 | not reported in the loaded dataset |
| Jp Morgan (Bank One) | INDEPENDENT | $66,000 | not reported in the loaded dataset |
| Mccready & Keene | INDEPENDENT | $44,661 | not reported in the loaded dataset |
| Oxford | INDEPENDENT | $29,709 | not reported in the loaded dataset |