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, The Retirement Plan For Employees Of Aurelia Osborn Fox Memorial Hospital is a benefit plan reported by Aurelia Osborn Fox Memorial Hospital under EIN 15-0539039 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,442 participants and $56,176,401 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,176,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,176,401
- Net assets (BOY)
- $51,990,634
Income & contributions
- Employer contributions
- $928,497
- Participant contributions
- $1,912,868
- Total contributions
- $2,841,365
- Total income / additions
- $11,460,966
Expenses & distributions
- Benefits paid
- $7,251,941
- Administrative expenses
- $15,393
- Total expenses
- $7,275,199
- Net increase / (decrease)
- $4,185,767