The South County Hospital 403(B) Retirement Plan — Form 5500 plan (South County Hospital)

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, The South County Hospital 403(B) Retirement Plan is a benefit plan reported by South County Hospital under EIN 05-0445136 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,063 participants and $101,586,764 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South County Hospital
EIN
05-0445136
Plan number
002
Plan type
2
Location
Wakefield, RI
Latest filing year
2023
Participants
2,063
End-of-year plan assets
$101,586,764

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,063H, C20241015131947NAL0014706387004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,586,764
Net assets (EOY)
$101,586,764
Net assets (BOY)
$88,110,763

Income & contributions

Employer contributions
$2,294,754
Participant contributions
$6,742,871
Total contributions
$9,636,634
Total income / additions
$24,549,340

Expenses & distributions

Benefits paid
$10,884,961
Administrative expenses
$180,413
Total expenses
$11,073,339
Net increase / (decrease)
$13,476,001

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$150,102$02023
Fiducient AdvisorsINVESTMENT ADVISOR$25,643not reported in the loaded dataset2023
Charles Schwab & Co., IncSECURITIES BROKER$308$02023

Related Form 5500 pages