South County Hospital Retirement Plan — Form 5500 plan (South County 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, South County Hospital Retirement Plan is a benefit plan reported by South County Hospital, Inc. under EIN 05-0445136 and plan number 001. The latest loaded filing year is 2023. The filing reports 827 participants and $53,738,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South County Hospital, Inc.
EIN
05-0445136
Plan number
001
Plan type
2
Location
Wakefield, RI
Latest filing year
2023
Participants
827
End-of-year plan assets
$53,738,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023827H, C20250715155043NAL0002400609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,738,843
Total liabilities (EOY)
$0
Net assets (EOY)
$53,738,843
Net assets (BOY)
$47,125,172

Income & contributions

Employer contributions
$1,667,753
Participant contributions
$0
Total contributions
$1,667,753
Total income / additions
$11,071,892

Expenses & distributions

Benefits paid
$4,336,146
Administrative expenses
$122,075
Total expenses
$4,458,221
Net increase / (decrease)
$6,613,671

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Citizens BankTRUSTEE$47,483$02023
The Silchester Intl InvestorsINVESTMENT MANAGER$42,489$02023
Fiduciary Investment Advisors, LLCNONE$29,605not reported in the loaded dataset2023

Related Form 5500 pages