Mgh 403(B) Retirement Plan — Form 5500 plan (Marion General Hospital, 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, Mgh 403(B) Retirement Plan is a benefit plan reported by Marion General Hospital, Inc. under EIN 35-0868130 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,448 participants and $66,513,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marion General Hospital, Inc.
EIN
35-0868130
Plan number
002
Plan type
2
Location
Marion, IN
Latest filing year
2023
Participants
1,448
End-of-year plan assets
$66,513,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,448H, C20240729155217NAL0019616449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,513,427
Total liabilities (EOY)
$0
Net assets (EOY)
$66,513,427
Net assets (BOY)
$59,000,803

Income & contributions

Employer contributions
$1,395,196
Participant contributions
$4,550,651
Total contributions
$6,062,556
Total income / additions
$13,937,480

Expenses & distributions

Benefits paid
$6,292,368
Administrative expenses
$115,282
Total expenses
$6,424,856
Net increase / (decrease)
$7,512,624

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$115,282$02023

Related Form 5500 pages