Shore Medical Center 403(B) Plan — Form 5500 plan (Shore Memorial Hospital Dba Shore 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, Shore Medical Center 403(B) Plan is a benefit plan reported by Shore Memorial Hospital Dba Shore Medical Center under EIN 21-0660835 and plan number 003. The latest loaded filing year is 2023. The filing reports 513 participants and $39,490,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shore Memorial Hospital Dba Shore Medical Center
- EIN
- 21-0660835
- Plan number
- 003
- Plan type
- 2
- Location
- Somers Point, NJ
- Latest filing year
- 2023
- Participants
- 513
- End-of-year plan assets
- $39,490,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 513 | H, C | 20241015111347NAL0014461923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,490,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,490,622
- Net assets (BOY)
- $36,718,903
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,708,839
- Total contributions
- $1,708,839
- Total income / additions
- $6,572,010
Expenses & distributions
- Benefits paid
- $3,685,680
- Administrative expenses
- $114,611
- Total expenses
- $3,800,291
- Net increase / (decrease)
- $2,771,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $70,509 | $0 | 2023 |
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $45,643 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $455 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shore Memorial Hospital Dba Shore Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Somers Point, NJ
- Empower Annuity Insurance Company O — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation