Jones Memorial Hospital Pension Plan — Form 5500 plan (Jones Memorial 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, Jones Memorial Hospital Pension Plan is a benefit plan reported by Jones Memorial Hospital under EIN 22-2807681 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $13,713,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones Memorial Hospital
- EIN
- 22-2807681
- Plan number
- 001
- Plan type
- 2
- Location
- Wellsville, NY
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $13,713,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241015152158NAL0014951683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,713,368
- Total liabilities (EOY)
- $120,000
- Net assets (EOY)
- $13,593,368
- Net assets (BOY)
- $13,122,111
Income & contributions
- Employer contributions
- $118,000
- Total contributions
- $118,000
- Total income / additions
- $1,641,058
Expenses & distributions
- Benefits paid
- $929,092
- Administrative expenses
- $240,709
- Total expenses
- $1,169,801
- Net increase / (decrease)
- $471,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARY | $34,491 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $23,592 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $7,500 | not reported in the loaded dataset | 2023 |