Concord Hospital 403(B) Plan — Form 5500 plan (Concord Hospital)

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, Concord Hospital 403(B) Plan is a benefit plan reported by Concord Hospital under EIN 22-2594672 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,356 participants and $234,877,562 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concord Hospital
EIN
22-2594672
Plan number
002
Plan type
2
Location
Concord, NH
Latest filing year
2023
Participants
3,356
End-of-year plan assets
$234,877,562

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,356H, C20241011142214NAL0022029313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$234,877,562
Total liabilities (EOY)
$0
Net assets (EOY)
$234,877,562
Net assets (BOY)
$193,776,790

Income & contributions

Participant contributions
$16,705,983
Total contributions
$22,642,432
Total income / additions
$59,729,413

Expenses & distributions

Benefits paid
$18,391,593
Administrative expenses
$199,175
Total expenses
$18,628,641
Net increase / (decrease)
$41,100,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$184,285$02023
Morningstar Investment ManagementSERVICE PROVIDER$8,495not reported in the loaded dataset2023
Voya Retirement Advisors, LLCSERVICE PROVIDER$6,396not reported in the loaded dataset2023

Related Form 5500 pages