St. Mary Of The Wood, IN Form 5500 retirement and benefit plan filings

City Form 5500 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, St. Mary Of The Wood, IN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,139,261 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in St. Mary Of The Wood

  • 1 loaded plans hold $1.1M in reported assets across 1 sponsors.
  • The largest, Providence Health Care Retirement Savings Plan, holds 100% of reported St. Mary Of The Wood plan assets.
  • Plans cover 181 participants — about 181 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,139,261
Total reported assets$1.1M$1,139,261
Total reported participants181
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$59.9K
Participant contributions$129K
Total income / additions$356.5K
Expenses & distributions
Benefits paid / distributions$114.6K
Total expenses$123.5K
Net increase / (decrease)$233K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Mary Of The Wood, IN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

St. Mary Of The Wood market comparison

Largest plan share of assets100%Providence Health Care Retirement Savings Plan
Participants per plan181Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in St. Mary Of The Wood

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Providence Health Care, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for St. Mary Of The Wood, IN?
1 plan(s) reported by 1 sponsor(s) are loaded for St. Mary Of The Wood, IN.

Related Form 5500 pages