Sturdy Memorial Hospital Inc Retirement Plan — Form 5500 plan (Sturdy Memorial Hospital Inc)
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, Sturdy Memorial Hospital Inc Retirement Plan is a benefit plan reported by Sturdy Memorial Hospital Inc under EIN 04-2768252 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,779 participants and $387,304,672 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sturdy Memorial Hospital Inc
- EIN
- 04-2768252
- Plan number
- 001
- Plan type
- 2
- Location
- Attleboro, MA
- Latest filing year
- 2023
- Participants
- 2,779
- End-of-year plan assets
- $387,304,672
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,779 | H, C | 20241010134309NAL0011515539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $387,304,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $387,304,672
- Net assets (BOY)
- $349,313,165
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $50,062,457
Expenses & distributions
- Benefits paid
- $11,017,365
- Administrative expenses
- $1,053,585
- Total expenses
- $12,070,950
- Net increase / (decrease)
- $37,991,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lazard Global Listed Infrastructure | NONE | $0 | $267,362 | 2023 |
| Dodge & Cox | NONE | $0 | $199,411 | 2023 |
| Income Research & Management | NONE | $124,770 | not reported in the loaded dataset | 2023 |
| Jhancock Diversified Macro R6 | NONE | $0 | $117,395 | 2023 |
| Wasatch Advisors | NONE | $87,942 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors | NONE | $55,480 | not reported in the loaded dataset | 2023 |
| Vanguard Total Stock Market Idx 1 | NONE | $0 | $24,251 | 2023 |
| Vanguard Total Stock Market Index I | NONE | $0 | $16,946 | 2023 |
| Federal Hermes Govt Obl Premier | NONE | $0 | $15,875 | 2023 |
| Vanguard Total Bond Market Index I | NONE | $0 | $10,973 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sturdy Memorial Hospital Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Attleboro, MA
- Lazard Global Listed Infrastructure — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Jhancock Diversified Macro R6 — Schedule C compensation
- Wasatch Advisors — Schedule C compensation
- Ubs Realty Investors — Schedule C compensation
- Vanguard Total Stock Market Idx 1 — Schedule C compensation
- Vanguard Total Stock Market Index I — Schedule C compensation
- Federal Hermes Govt Obl Premier — Schedule C compensation
- Vanguard Total Bond Market Index I — Schedule C compensation