2023 Form 5500 filing — St. Mary'S Healthcare System For Children, Inc. 403(B) 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 20241004153802NAL0020693424004) for St. Mary'S Healthcare System For Children, Inc. 403(B) Retirement Plan, reported by St. Mary'S Healthcare System For Children, Inc. under EIN 11-3574493 and plan number 001. It reports 1,898 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004153802NAL0020693424004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Mary'S Healthcare System For Children, Inc.
- EIN
- 11-3574493
- Plan number
- 001
- Location
- New Hyde Park, NY
- Participants
- 1,898
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,114,193
- Net assets (EOY)
- $97,114,193
- Employer contributions
- $4,902,492
- Participant contributions
- $4,799,169
- Total income / additions
- $23,669,227
- Benefits paid
- $5,789,814
- Administrative expenses
- $340,273
- Total expenses
- $6,306,770
- Net increase / (decrease)
- $17,362,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $177,448 | $0 |
| Aspire Advisors, LLC | CONSULTANT | $162,823 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |