Montgomery General Hospital Employees' Pension Plan — Form 5500 plan (Montgomery General Hospital)
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, Montgomery General Hospital Employees' Pension Plan is a benefit plan reported by Montgomery General Hospital under EIN 55-0372580 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $3,455,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montgomery General Hospital
- EIN
- 55-0372580
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, WV
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $3,455,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20250321125344NAL0008026129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,455,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,455,135
- Net assets (BOY)
- $3,142,203
Income & contributions
- Employer contributions
- $353,115
- Participant contributions
- $0
- Total contributions
- $353,115
- Total income / additions
- $710,226
Expenses & distributions
- Benefits paid
- $216,124
- Administrative expenses
- $181,170
- Total expenses
- $397,294
- Net increase / (decrease)
- $312,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcgriff Insurance Services, LLC | ACTUARY | $27,639 | not reported in the loaded dataset | 2023 |
| Truist Financial Corporation | TRUSTEE | $22,676 | not reported in the loaded dataset | 2023 |