Ashtabula County Medical Center Retirement Plan — Form 5500 plan (Ashtabula County 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, Ashtabula County Medical Center Retirement Plan is a benefit plan reported by Ashtabula County Medical Center under EIN 34-0726081 and plan number 001. The latest loaded filing year is 2023. The filing reports 718 participants and $31,847,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ashtabula County Medical Center
- EIN
- 34-0726081
- Plan number
- 001
- Plan type
- 2
- Location
- Ashtabula, OH
- Latest filing year
- 2023
- Participants
- 718
- End-of-year plan assets
- $31,847,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 718 | H, C | 20250415100205NAL0001370275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,847,463
- Total liabilities (EOY)
- $79,027
- Net assets (EOY)
- $31,768,436
- Net assets (BOY)
- $33,114,723
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,513,365
Expenses & distributions
- Benefits paid
- $2,548,509
- Administrative expenses
- $311,143
- Total expenses
- $2,859,652
- Net increase / (decrease)
- -$1,346,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $146,009 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $37,164 | not reported in the loaded dataset | 2023 |
| First State Trust | NONE | $13,963 | not reported in the loaded dataset | 2023 |