Suburban Hospital, Inc. 403(B) Savings Plan — Form 5500 plan (Suburban 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, Suburban Hospital, Inc. 403(B) Savings Plan is a benefit plan reported by Suburban Hospital, Inc. under EIN 52-0610545 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,757 participants and $147,649,763 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$147.6MPlan net assets, end of year$147,649,763
Participants2.8KCovered participants reported2,757
Assets / participant$53.6KComputed: assets ÷ participants$53,555 (computed)
Provider compensation$143.4K3 Schedule C provider row(s)$143,373
Plan sponsor
Suburban Hospital, Inc.
EIN
52-0610545
Plan number
002
Plan type
2
Location
Bethesda, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,757H, C20241014103011NAL0013138099001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$147.6M total assets
Net assets$147.6MLiabilities
Money in vs. money out
Total income / additions$30.6M
Total expenses$14.1M
Benefits paid / distributions$14M
Contributions
Employer$1.7M
Participant$9.7M
Full reported line items

Net assets

Total assets (EOY)
$147,649,763
Net assets (EOY)
$147,649,763
Net assets (BOY)
$131,240,591

Income & contributions

Employer contributions
$1,676,979
Participant contributions
$9,723,484
Total contributions
$12,375,317
Total income / additions
$30,556,388

Expenses & distributions

Benefits paid
$13,982,964
Administrative expenses
$143,735
Total expenses
$14,147,216
Net increase / (decrease)
$16,409,172
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$137,498$02023
Creative Planning, LLCBROKER$5,875not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages