Speare Memorial Hospital 403(B) Plan — Form 5500 plan (Speare Memorial Hospital Association)
Plain-English plan 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, Speare Memorial Hospital 403(B) Plan is a benefit plan reported by Speare Memorial Hospital Association under EIN 02-0226774 and plan number 002. The latest loaded filing year is 2023. The filing reports 714 participants and $51,114,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Speare Memorial Hospital Association
- EIN
- 02-0226774
- Plan number
- 002
- Plan type
- 2
- Location
- Plymouth, NH
- Latest filing year
- 2023
- Participants
- 714
- End-of-year plan assets
- $51,114,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 714 | H, C | 20240930083643NAL0002511715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,114,742
- Net assets (EOY)
- $51,114,742
- Net assets (BOY)
- $44,531,102
Income & contributions
- Employer contributions
- $1,836,617
- Participant contributions
- $1,727,496
- Total contributions
- $3,571,129
- Total income / additions
- $10,226,488
Expenses & distributions
- Benefits paid
- $3,557,884
- Administrative expenses
- $67,158
- Total expenses
- $3,642,848
- Net increase / (decrease)
- $6,583,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | NONE | $67,158 | $0 | 2023 |