Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan — Form 5500 plan (Samaritan Medical Center)
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, Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan is a benefit plan reported by Samaritan Medical Center under EIN 15-0533577 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,056 participants and $194,000,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samaritan Medical Center
- EIN
- 15-0533577
- Plan number
- 004
- Plan type
- 2
- Location
- Watertown, NY
- Latest filing year
- 2023
- Participants
- 2,056
- End-of-year plan assets
- $194,000,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,056 | H, C | 20241014124044NAL0027294945004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,000,643
- Total liabilities (EOY)
- $680
- Net assets (EOY)
- $193,999,963
- Net assets (BOY)
- $171,017,591
Income & contributions
- Employer contributions
- $4,945,687
- Participant contributions
- $7,164,864
- Total contributions
- $12,255,646
- Total income / additions
- $40,102,694
Expenses & distributions
- Benefits paid
- $17,019,270
- Administrative expenses
- $58,850
- Total expenses
- $17,120,322
- Net increase / (decrease)
- $22,982,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $58,850 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samaritan Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Watertown, NY
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation