Plan5500

Beverly Hospital Employees' Retirement Plan — Form 5500 plan (Beverly 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, Beverly Hospital Employees' Retirement Plan is a benefit plan reported by Beverly Hospital under EIN 95-1816005 and plan number 002. The latest loaded filing year is 2023. The filing reports 333 participants and $16,159,378 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beverly Hospital
EIN
95-1816005
Plan number
002
Plan type
2
Location
Montebello, CA
Latest filing year
2023
Participants
333
End-of-year plan assets
$16,159,378

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20240920115600NAL0002933171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,159,378
Net assets (EOY)
$16,159,378
Net assets (BOY)
$16,772,549

Income & contributions

Total income / additions
$2,060,369

Expenses & distributions

Benefits paid
$2,607,598
Administrative expenses
$65,942
Total expenses
$2,673,540
Net increase / (decrease)
-$613,171

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$30,879$02023
Sageview Advisory GroupADVISOR$20,563not reported in the loaded dataset2023
Holthouse Carlin Van Tright LlpAUDITOR$14,500not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages