Butler Memorial Hospital 403(B) Plan — Form 5500 plan (Butler 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, Butler Memorial Hospital 403(B) Plan is a benefit plan reported by Butler Memorial Hospital under EIN 25-0965274 and plan number 007. The latest loaded filing year is 2023. The filing reports 2,347 participants and $95,378,362 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Butler Memorial Hospital
- EIN
- 25-0965274
- Plan number
- 007
- Plan type
- 2
- Location
- Butler, PA
- Latest filing year
- 2023
- Participants
- 2,347
- End-of-year plan assets
- $95,378,362
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,347 | H, C | 20241015112055NAL0016219267002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,378,362
- Net assets (EOY)
- $95,378,362
- Net assets (BOY)
- $85,367,268
Income & contributions
- Employer contributions
- $915,347
- Participant contributions
- $5,773,253
- Total contributions
- $6,975,684
- Total income / additions
- $21,185,424
Expenses & distributions
- Benefits paid
- $10,851,061
- Administrative expenses
- $321,251
- Total expenses
- $11,174,330
- Net increase / (decrease)
- $10,011,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER /CUSTODIAN | $143,292 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $109,238 | $0 | 2023 |
| Definiti LLC | TPA | $67,151 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $150 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Butler Memorial Hospital
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Butler, PA
- Nationwide — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Definiti LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation