Columbia Memorial Hospital Retirement Plan — Form 5500 plan (Columbia Memorial 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, Columbia Memorial Hospital Retirement Plan is a benefit plan reported by Columbia Memorial Hospital under EIN 14-1338373 and plan number 002. The latest loaded filing year is 2023. The filing reports 752 participants and $32,829,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Memorial Hospital
- EIN
- 14-1338373
- Plan number
- 002
- Plan type
- 2
- Location
- Hudson, NY
- Latest filing year
- 2023
- Participants
- 752
- End-of-year plan assets
- $32,829,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 752 | H, C | 20241014091409NAL0026884193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,829,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,829,286
- Net assets (BOY)
- $29,551,611
Income & contributions
- Employer contributions
- $117,782
- Participant contributions
- $2,101,941
- Total contributions
- $2,274,052
- Total income / additions
- $7,522,425
Expenses & distributions
- Benefits paid
- $4,068,765
- Administrative expenses
- $172,277
- Total expenses
- $4,244,750
- Net increase / (decrease)
- $3,277,675
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $116,450 | $0 | 2023 |
| Healthcare Community Securities Cor | ADVISORY | $55,826 | not reported in the loaded dataset | 2023 |