St. Mary'S Healthcare System For Children, Inc. 403(B) Retirement Plan — Form 5500 plan (St. Mary'S Healthcare System For Children, 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, St. Mary'S Healthcare System For Children, Inc. 403(B) Retirement Plan is a benefit plan reported by St. Mary'S Healthcare System For Children, Inc. under EIN 11-3574493 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,898 participants and $97,114,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Mary'S Healthcare System For Children, Inc.
- EIN
- 11-3574493
- Plan number
- 001
- Plan type
- 2
- Location
- New Hyde Park, NY
- Latest filing year
- 2023
- Participants
- 1,898
- End-of-year plan assets
- $97,114,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,898 | H, C | 20241004153802NAL0020693424004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,114,193
- Net assets (EOY)
- $97,114,193
- Net assets (BOY)
- $79,751,736
Income & contributions
- Employer contributions
- $4,902,492
- Participant contributions
- $4,799,169
- Total contributions
- $9,831,907
- Total income / additions
- $23,669,227
Expenses & distributions
- Benefits paid
- $5,789,814
- Administrative expenses
- $340,273
- Total expenses
- $6,306,770
- Net increase / (decrease)
- $17,362,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $177,448 | $0 | 2023 |
| Aspire Advisors, LLC | CONSULTANT | $162,823 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Mary'S Healthcare System For Children, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New Hyde Park, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Aspire Advisors, LLC — Schedule C compensation
- National Financial Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation