Magee General Hospital 403(B) Plan — Form 5500 plan (Magee 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, Magee General Hospital 403(B) Plan is a benefit plan reported by Magee General Hospital under EIN 64-0324402 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $3,573,207 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Magee General Hospital
EIN
64-0324402
Plan number
001
Plan type
2
Location
Magee, MS
Latest filing year
2023
Participants
261
End-of-year plan assets
$3,573,207

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20241011103053NAL0012371699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,573,207
Total liabilities (EOY)
$0
Net assets (EOY)
$3,573,207
Net assets (BOY)
$3,023,151

Income & contributions

Participant contributions
$214,722
Total contributions
$217,369
Total income / additions
$757,057

Expenses & distributions

Benefits paid
$167,628
Administrative expenses
$39,373
Total expenses
$207,001
Net increase / (decrease)
$550,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ballew Russell IncNONE$11,495not reported in the loaded dataset2023
Harper, Rains, Knight & CompanyNONE$10,250not reported in the loaded dataset2023
Hub International Gulf SouthNONE$8,150$1,6502023
Element Wealth LLCNONE$8,520not reported in the loaded dataset2023
American United Life Insurance CoNONE$120$3,2322023

Related Form 5500 pages