Jennie Stuart Medical Center 403(B) Plan — Form 5500 plan (Jennie Stuart Medical Center)

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, Jennie Stuart Medical Center 403(B) Plan is a benefit plan reported by Jennie Stuart Medical Center under EIN 61-0482973 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,214 participants and $32,746,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jennie Stuart Medical Center
EIN
61-0482973
Plan number
003
Plan type
2
Location
Hopkinsville, KY
Latest filing year
2023
Participants
1,214
End-of-year plan assets
$32,746,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,214H, C20241015094447NAL0027978337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,746,471
Total liabilities (EOY)
$0
Net assets (EOY)
$32,746,471
Net assets (BOY)
$25,701,703

Income & contributions

Employer contributions
$941,421
Participant contributions
$2,753,209
Total contributions
$3,938,310
Total income / additions
$8,415,615

Expenses & distributions

Benefits paid
$1,260,299
Administrative expenses
$108,114
Total expenses
$1,370,847
Net increase / (decrease)
$7,044,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$52,633$02023
Procourse Fiduciary AdvisorsADVISOR$39,400not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$8,794$02023

Related Form 5500 pages