Beverly Hospital Matching Savings 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 Matching Savings Plan is a benefit plan reported by Beverly Hospital under EIN 95-1816005 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,144 participants and $40,958,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beverly Hospital
- EIN
- 95-1816005
- Plan number
- 003
- Plan type
- 2
- Location
- Montebello, CA
- Latest filing year
- 2023
- Participants
- 1,144
- End-of-year plan assets
- $40,958,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,144 | H, C | 20240920115600NAL0002933171003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,958,335
- Net assets (EOY)
- $40,958,335
- Net assets (BOY)
- $39,434,178
Income & contributions
- Employer contributions
- $318,789
- Participant contributions
- $4,795,218
- Total contributions
- $5,126,316
- Total income / additions
- $10,750,048
Expenses & distributions
- Benefits paid
- $9,047,929
- Administrative expenses
- $148,399
- Total expenses
- $9,225,891
- Net increase / (decrease)
- $1,524,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group | ADVISOR | $80,999 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $80,591 | $0 | 2023 |
| Holthouse Carlin & Van Tright Llp | AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURIES BROKER | $50 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beverly Hospital
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Montebello, CA
- Sageview Advisory Group — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Holthouse Carlin & Van Tright Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation