Montefiore Nyack Hospital 403(B) Plan — Form 5500 plan (Montefiore Nyack 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, Montefiore Nyack Hospital 403(B) Plan is a benefit plan reported by Montefiore Nyack Hospital under EIN 13-1740119 and plan number 003. The latest loaded filing year is 2023. The filing reports 975 participants and $65,492,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montefiore Nyack Hospital
- EIN
- 13-1740119
- Plan number
- 003
- Plan type
- 2
- Location
- Nyack, NY
- Latest filing year
- 2023
- Participants
- 975
- End-of-year plan assets
- $65,492,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 975 | H, C | 20241011093540NAL0022491233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,492,905
- Net assets (EOY)
- $65,492,905
- Net assets (BOY)
- $55,953,765
Income & contributions
- Employer contributions
- $874
- Participant contributions
- $5,548,267
- Total contributions
- $5,759,418
- Total income / additions
- $14,105,152
Expenses & distributions
- Benefits paid
- $4,406,041
- Administrative expenses
- $148,797
- Total expenses
- $4,566,012
- Net increase / (decrease)
- $9,539,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $88,797 | $0 | 2023 |
| Raymond James & Associates, Inc. | ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montefiore Nyack Hospital
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Nyack, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation