St. Vincent Charity Medical Center Retirement Savings Plan — Form 5500 plan (St Vincent Charity Medical Center)
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, St. Vincent Charity Medical Center Retirement Savings Plan is a benefit plan reported by St Vincent Charity Medical Center under EIN 34-0714756 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,761 participants and $57,733,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St Vincent Charity Medical Center
- EIN
- 34-0714756
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,761
- End-of-year plan assets
- $57,733,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,761 | H, C | 20241015150846NAL0030106081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,733,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,733,558
- Net assets (BOY)
- $71,424,003
Income & contributions
- Employer contributions
- $364,759
- Participant contributions
- $300,961
- Total contributions
- $665,720
- Total income / additions
- $10,477,157
Expenses & distributions
- Benefits paid
- $24,135,387
- Administrative expenses
- $10,450
- Total expenses
- $24,167,602
- Net increase / (decrease)
- -$13,690,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services A | CONSULTANT | $7,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,732 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,332 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St Vincent Charity Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Raymond James Financial Services A — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation