Ph - Clearfield Hospital 403(B) Plan — Form 5500 plan (Dubois Regional Medical Center Inc)
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, Ph - Clearfield Hospital 403(B) Plan is a benefit plan reported by Dubois Regional Medical Center Inc under EIN 25-1490707 and plan number 004. The latest loaded filing year is 2023. The filing reports 583 participants and $25,540,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dubois Regional Medical Center Inc
- EIN
- 25-1490707
- Plan number
- 004
- Plan type
- 2
- Location
- Dubois, PA
- Latest filing year
- 2023
- Participants
- 583
- End-of-year plan assets
- $25,540,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 583 | H, C | 20241015152002NAL0030141825004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,540,990
- Net assets (EOY)
- $25,540,990
- Net assets (BOY)
- $23,484,818
Income & contributions
- Employer contributions
- $282,802
- Participant contributions
- $545,897
- Total contributions
- $877,188
- Total income / additions
- $4,460,937
Expenses & distributions
- Benefits paid
- $2,322,764
- Administrative expenses
- $36,272
- Total expenses
- $2,404,765
- Net increase / (decrease)
- $2,056,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $36,072 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |