Retirement Plan For Employees Of Southampton Hospital Association — Form 5500 plan (Southampton Hospital Association)
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, Retirement Plan For Employees Of Southampton Hospital Association is a benefit plan reported by Southampton Hospital Association under EIN 11-1667765 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $25,462,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southampton Hospital Association
- EIN
- 11-1667765
- Plan number
- 001
- Plan type
- 2
- Location
- Southampton, NY
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $25,462,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241015111057NAL0029358209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,462,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,462,219
- Net assets (BOY)
- $24,551,588
Income & contributions
- Employer contributions
- $374,837
- Total contributions
- $374,837
- Total income / additions
- $3,248,664
Expenses & distributions
- Benefits paid
- $2,004,284
- Administrative expenses
- $333,749
- Total expenses
- $2,338,033
- Net increase / (decrease)
- $910,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,549 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $22,000 | 2023 |