Pomerene Hospital 403(B) Match Plan — Form 5500 plan (Pomerene 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, Pomerene Hospital 403(B) Match Plan is a benefit plan reported by Pomerene Hospital under EIN 31-1518658 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $13,225,596 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pomerene Hospital
- EIN
- 31-1518658
- Plan number
- 001
- Plan type
- 2
- Location
- Millersburg, OH
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $13,225,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20241015140734NAL0016581843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,225,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,225,596
- Net assets (BOY)
- $10,095,307
Income & contributions
- Employer contributions
- $568,917
- Participant contributions
- $949,358
- Total contributions
- $1,669,147
- Total income / additions
- $3,638,601
Expenses & distributions
- Benefits paid
- $425,604
- Administrative expenses
- $82,708
- Total expenses
- $508,312
- Net increase / (decrease)
- $3,130,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,708 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $27,224 | 2023 |