2023 Form 5500 filing — Clearfield Hospital Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904103727NAL0009701795001) for Clearfield Hospital Retirement Plan, reported by Dubois Regional Medical Center under EIN 25-1490707 and plan number 003. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904103727NAL0009701795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dubois Regional Medical Center
- EIN
- 25-1490707
- Plan number
- 003
- Location
- Dubois, PA
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,716,973
- Net assets (EOY)
- $8,716,973
- Employer contributions
- $14
- Total income / additions
- $1,269,281
- Benefits paid
- $760,668
- Administrative expenses
- $26,856
- Total expenses
- $787,524
- Net increase / (decrease)
- $481,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plante & Moran, Pllc | AUDITOR | $14,382 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $12,458 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |