Woman'S Hospital Foundation 403(B) Retirement Savings Plan — Form 5500 plan (Woman'S Hospital Foundation)
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, Woman'S Hospital Foundation 403(B) Retirement Savings Plan is a benefit plan reported by Woman'S Hospital Foundation under EIN 72-0652905 and plan number 008. The latest loaded filing year is 2023. The filing reports 2,116 participants and $186,247,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Woman'S Hospital Foundation
- EIN
- 72-0652905
- Plan number
- 008
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 2,116
- End-of-year plan assets
- $186,247,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,116 | H, C | 20241011142626NAL0022037649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,247,810
- Net assets (EOY)
- $186,247,810
- Net assets (BOY)
- $163,770,392
Income & contributions
- Employer contributions
- $85,868
- Participant contributions
- $11,372,537
- Total contributions
- $12,545,686
- Total income / additions
- $37,505,863
Expenses & distributions
- Benefits paid
- $14,907,441
- Administrative expenses
- $121,004
- Total expenses
- $15,028,445
- Net increase / (decrease)
- $22,477,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $82,004 | $0 | 2023 |
| Gallagher Benefit Services Inc | CONSULTANT | $35,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Metlife Insurance Company | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Woman'S Hospital Foundation
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Transamerica Retirement Solutions — Schedule C compensation
- Gallagher Benefit Services Inc — Schedule C compensation
- National Financial Services — Schedule C compensation
- Metlife Insurance Company — Schedule C compensation