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 403(B) Plan is a benefit plan reported by Sturdy Memorial Hospital, Inc. under EIN 04-2768252 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,753 participants and $191,223,793 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $191,223,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,223,793
- Net assets (BOY)
- $165,271,118
Income & contributions
- Employer contributions
- $1,091,165
- Participant contributions
- $9,737,634
- Total contributions
- $12,549,987
- Total income / additions
- $43,675,478
Expenses & distributions
- Benefits paid
- $17,598,631
- Administrative expenses
- $103,910
- Total expenses
- $17,722,803
- Net increase / (decrease)
- $25,952,675