St. Luke'S Cornwall Hospital 403(B) Retirement Plan — Form 5500 plan (St. Luke'S Cornwall 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, St. Luke'S Cornwall Hospital 403(B) Retirement Plan is a benefit plan reported by St. Luke'S Cornwall Hospital under EIN 14-1340054 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,847 participants and $99,357,184 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Luke'S Cornwall Hospital
EIN
14-1340054
Plan number
002
Plan type
2
Location
Newburgh, NY
Latest filing year
2023
Participants
1,847
End-of-year plan assets
$99,357,184

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,847H, C20241014141838NAL0015086403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,357,184
Net assets (EOY)
$99,357,184
Net assets (BOY)
$87,668,510

Income & contributions

Employer contributions
$1,436,936
Participant contributions
$5,598,524
Total contributions
$7,588,373
Total income / additions
$21,408,614

Expenses & distributions

Benefits paid
$9,566,198
Administrative expenses
$28,072
Total expenses
$9,719,940
Net increase / (decrease)
$11,688,674

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$28,074$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages