Cape Regional Medical Center Defined Contribution Retirement Plan — Form 5500 plan (Cape Regional 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, Cape Regional Medical Center Defined Contribution Retirement Plan is a benefit plan reported by Cape Regional Medical Center under EIN 21-0662542 and plan number 010. The latest loaded filing year is 2023. The filing reports 1,409 participants and $97,607,323 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$97.6MPlan net assets, end of year$97,607,323
Participants1.4KCovered participants reported1,409
Assets / participant$69.3KComputed: assets ÷ participants$69,274 (computed)
Provider compensation$239.4K2 Schedule C provider row(s)$239,355
Plan sponsor
Cape Regional Medical Center
EIN
21-0662542
Plan number
010
Plan type
2
Location
Cape May Court House, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,409H, C20241011154334NAL0023143857001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$97.6M total assets
Net assets$97.6MLiabilities
Money in vs. money out
Total income / additions$21.5M
Total expenses$9.3M
Benefits paid / distributions$8.9M
Contributions
Employer$2.5M
Participant$4.3M
Full reported line items

Net assets

Total assets (EOY)
$97,607,323
Net assets (EOY)
$97,607,323
Net assets (BOY)
$85,379,512

Income & contributions

Employer contributions
$2,474,701
Participant contributions
$4,331,384
Total contributions
$7,472,413
Total income / additions
$21,510,197

Expenses & distributions

Benefits paid
$8,927,330
Administrative expenses
$239,355
Total expenses
$9,282,386
Net increase / (decrease)
$12,227,811
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$152,202$02023
Ubs Financial Services Inc.CONSULTANT$87,153not reported in the loaded dataset2023

Related Form 5500 pages