Mount Nittany Medical Center 403(B) Plan — Form 5500 plan (Mount Nittany 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, Mount Nittany Medical Center 403(B) Plan is a benefit plan reported by Mount Nittany Medical Center under EIN 24-0795682 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,900 participants and $142,268,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mount Nittany Medical Center
- EIN
- 24-0795682
- Plan number
- 002
- Plan type
- 2
- Location
- State College, PA
- Latest filing year
- 2023
- Participants
- 2,900
- End-of-year plan assets
- $142,268,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,900 | H, C | 20241008172447NAL0030638368003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,268,837
- Net assets (EOY)
- $142,268,837
- Net assets (BOY)
- $115,008,288
Income & contributions
- Employer contributions
- $3,586,305
- Participant contributions
- $10,207,117
- Total contributions
- $14,524,698
- Total income / additions
- $35,692,709
Expenses & distributions
- Benefits paid
- $8,079,340
- Administrative expenses
- $282,784
- Total expenses
- $8,432,160
- Net increase / (decrease)
- $27,260,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $231,105 | $0 | 2023 |
| Mariner LLC | ADVISOR | $47,715 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $2,623 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mount Nittany Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in State College, PA
- Transamerica Retirement Solutions — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation