Titusville Area Hospital Union Retirement Plan — Form 5500 plan (Titusville Area 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, Titusville Area Hospital Union Retirement Plan is a benefit plan reported by Titusville Area Hospital under EIN 25-0965579 and plan number 002. The latest loaded filing year is 2023. The filing reports 309 participants and $14,432,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Titusville Area Hospital
- EIN
- 25-0965579
- Plan number
- 002
- Plan type
- 2
- Location
- Titusville, PA
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $14,432,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20250415064433NAL0001334739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,432,200
- Net assets (EOY)
- $14,432,200
- Net assets (BOY)
- $13,056,926
Income & contributions
- Employer contributions
- $150,270
- Participant contributions
- $307,251
- Total contributions
- $492,094
- Total income / additions
- $1,875,939
Expenses & distributions
- Benefits paid
- $483,455
- Administrative expenses
- $17,210
- Total expenses
- $500,665
- Net increase / (decrease)
- $1,375,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | NONE | $17,060 | $0 | 2023 |