Carteret County General Hospital Money Purchase Pension Plan — Form 5500 plan (Carteret County 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, Carteret County General Hospital Money Purchase Pension Plan is a benefit plan reported by Carteret County General Hospital under EIN 56-0952955 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,210 participants and $54,526,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carteret County General Hospital
EIN
56-0952955
Plan number
002
Plan type
2
Location
Morehead City, NC
Latest filing year
2023
Participants
1,210
End-of-year plan assets
$54,526,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,210H, C20250716132331NAL0006966306001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,526,379
Net assets (EOY)
$54,526,379
Net assets (BOY)
$45,724,796

Income & contributions

Employer contributions
$2,029,285
Total contributions
$2,029,285
Total income / additions
$12,668,014

Expenses & distributions

Benefits paid
$3,812,215
Administrative expenses
$50,930
Total expenses
$3,866,431
Net increase / (decrease)
$8,801,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$50,930$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages