2023 Form 5500 filing — Eastern Shore Rural Health System, Inc. 403(B) 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 20240906071837NAL0000507891001) for Eastern Shore Rural Health System, Inc. 403(B) Plan, reported by Eastern Shore Rural Health System, Inc. under EIN 51-0196935 and plan number 001. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906071837NAL0000507891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastern Shore Rural Health System, Inc.
- EIN
- 51-0196935
- Plan number
- 001
- Location
- Onancock, VA
- Participants
- 364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,283,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,283,266
- Employer contributions
- $513,048
- Participant contributions
- $1,631,638
- Total income / additions
- $4,240,972
- Benefits paid
- $1,495,079
- Administrative expenses
- $49,448
- Total expenses
- $1,550,825
- Net increase / (decrease)
- $2,690,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Davenport & Company LLC | INVESTMENT ADVISOR | $42,158 | not reported in the loaded dataset |
| Pbmares, Llp | TPA | $4,590 | $8,674 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,700 | $0 |