Mvhs, Inc. 401(K) Plan — Form 5500 plan (Faxton - St. Luke'S Healthcare)

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, Mvhs, Inc. 401(K) Plan is a benefit plan reported by Faxton - St. Luke'S Healthcare under EIN 16-1576637 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,307 participants and $204,242,546 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Faxton - St. Luke'S Healthcare
EIN
16-1576637
Plan number
001
Plan type
2
Location
Utica, NY
Latest filing year
2023
Participants
3,307
End-of-year plan assets
$204,242,546

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,307H, C20241015151124NAL0016715235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$204,242,546
Total liabilities (EOY)
$0
Net assets (EOY)
$204,242,546
Net assets (BOY)
$172,974,487

Income & contributions

Employer contributions
$4,786,768
Participant contributions
$8,743,924
Total contributions
$13,694,597
Total income / additions
$44,988,278

Expenses & distributions

Benefits paid
$13,218,257
Administrative expenses
$415,733
Total expenses
$13,720,219
Net increase / (decrease)
$31,268,059

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$324,107$02023
Hanys Benefit ServicesSERVICE PROVIDER$91,626not reported in the loaded dataset2023

Related Form 5500 pages