Plan5500

Sturgis Hospital, Inc. Retirement Plan — Form 5500 plan (Sturgis 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, Sturgis Hospital, Inc. Retirement Plan is a benefit plan reported by Sturgis Hospital, Inc. under EIN 35-2362438 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $31,811,393 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sturgis Hospital, Inc.
EIN
35-2362438
Plan number
001
Plan type
2
Location
Sturgis, MI
Latest filing year
2023
Participants
323
End-of-year plan assets
$31,811,393

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023323H, C20241003121007NAL0017626320001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,811,393
Total liabilities (EOY)
$0
Net assets (EOY)
$31,811,393
Net assets (BOY)
$29,376,379

Income & contributions

Total contributions
$0
Total income / additions
$6,206,623

Expenses & distributions

Benefits paid
$3,619,603
Administrative expenses
$152,006
Total expenses
$3,771,609
Net increase / (decrease)
$2,435,014

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCNONE$86,934$02023
Aon ConsultingNONE$39,565not reported in the loaded dataset2023
Comerica Bank & TrustTRUSTEE$13,600$02023

Related Form 5500 pages