Ivinson Memorial Hospital Retirement Plan — Form 5500 plan (Ivinson 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, Ivinson Memorial Hospital Retirement Plan is a benefit plan reported by Ivinson Memorial Hospital under EIN 30-0975387 and plan number 001. The latest loaded filing year is 2023. The filing reports 689 participants and $53,399,055 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ivinson Memorial Hospital
- EIN
- 30-0975387
- Plan number
- 001
- Plan type
- 2
- Location
- Laramie, WY
- Latest filing year
- 2023
- Participants
- 689
- End-of-year plan assets
- $53,399,055
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 689 | H, C | 20241009150409NAL0033148400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,399,055
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,399,055
- Net assets (BOY)
- $44,905,204
Income & contributions
- Employer contributions
- $1,538,111
- Participant contributions
- $2,462,348
- Total contributions
- $4,760,156
- Total income / additions
- $10,877,693
Expenses & distributions
- Benefits paid
- $2,207,666
- Administrative expenses
- $175,888
- Total expenses
- $2,383,842
- Net increase / (decrease)
- $8,493,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $183,413 | $0 | 2023 |
| Nfp Retirement Inc. | INVESTMENT ADVISORY | $0 | $93,141 | 2023 |
| Ascensus Holdings, LLC | CONTRACTOR ADMINISTRATOR | $7,327 | $23,512 | 2023 |