Plan5500

Somerset Hospital 403(B) Plan — Form 5500 plan (Somerset 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, Somerset Hospital 403(B) Plan is a benefit plan reported by Somerset Hospital under EIN 25-0965570 and plan number 003. The latest loaded filing year is 2023. The filing reports 683 participants and $33,646,697 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Somerset Hospital
EIN
25-0965570
Plan number
003
Plan type
2
Location
Somerset, PA
Latest filing year
2023
Participants
683
End-of-year plan assets
$33,646,697

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023683H, C20241009151220NAL0037472194002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,646,697
Net assets (EOY)
$33,646,697
Net assets (BOY)
$33,782,229

Income & contributions

Total income / additions
$4,767,606

Expenses & distributions

Benefits paid
$3,762,847
Administrative expenses
$168,332
Total expenses
$3,931,179
Net increase / (decrease)
$836,427

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyINVESTMENT ADVISORS/CUST.$138,332$02023
Morgan Stanley Smith Barney LLCINVESTMENT ADVISORS/CUST.$30,000$02023

Related Form 5500 pages