2023 Form 5500 filing — Mount Nittany Medical Center 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 20241008172447NAL0030638368003) for Mount Nittany Medical Center 403(B) Plan, reported by Mount Nittany Medical Center under EIN 24-0795682 and plan number 002. It reports 2,900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008172447NAL0030638368003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mount Nittany Medical Center
- EIN
- 24-0795682
- Plan number
- 002
- Location
- State College, PA
- Participants
- 2,900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,268,837
- Net assets (EOY)
- $142,268,837
- Employer contributions
- $3,586,305
- Participant contributions
- $10,207,117
- Total income / additions
- $35,692,709
- Benefits paid
- $8,079,340
- Administrative expenses
- $282,784
- Total expenses
- $8,432,160
- Net increase / (decrease)
- $27,260,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $231,105 | $0 |
| Mariner LLC | ADVISOR | $47,715 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $2,623 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |