Catholic Medical Center 403(B) Tax-Sheltered Annuity Retirement Plan — Form 5500 plan (Catholic Medical Center)
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, Catholic Medical Center 403(B) Tax-Sheltered Annuity Retirement Plan is a benefit plan reported by Catholic Medical Center under EIN 02-0315693 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,779 participants and $284,243,467 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catholic Medical Center
- EIN
- 02-0315693
- Plan number
- 003
- Plan type
- 2
- Location
- Manchester, NH
- Latest filing year
- 2023
- Participants
- 3,779
- End-of-year plan assets
- $284,243,467
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,779 | H, C | 20241015081739NAL0048466016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $284,243,467
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $284,243,467
- Net assets (BOY)
- $241,794,072
Income & contributions
- Employer contributions
- $5,353,419
- Participant contributions
- $15,157,413
- Total contributions
- $22,179,845
- Total income / additions
- $65,800,055
Expenses & distributions
- Benefits paid
- $23,284,617
- Administrative expenses
- $38,970
- Total expenses
- $23,350,660
- Net increase / (decrease)
- $42,449,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $62,792 | not reported in the loaded dataset | 2023 |
| Baker Newman Noyes | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$52,423 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Catholic Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Manchester, NH
- Strategic Advisors, Inc. — Schedule C compensation
- Baker Newman Noyes — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation