2023 Form 5500 filing — York 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 20241010103002NAL0033804176001) for York Hospital Retirement Plan, reported by York Hospital under EIN 01-0212444 and plan number 002. It reports 1,474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$98.3MReported net assets$98,290,786
Participants1.5K1,474
Provider compensation$167.2K2 Schedule C row(s)$167,151
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010103002NAL0033804176001
Plan sponsor
York Hospital
EIN
01-0212444
Plan number
002
Location
York, ME
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$98.3M total assets
Net assets$98.3MLiabilities$0
Money in vs. money out
Total income / additions$21.8M
Total expenses$9.7M
Benefits paid / distributions$9.5M
Contributions
Employer$1.2M
Participant$5M
Full reported line items
Total assets (EOY)
$98,290,786
Total liabilities (EOY)
$0
Net assets (EOY)
$98,290,786
Employer contributions
$1,209,503
Participant contributions
$4,984,557
Total income / additions
$21,811,193
Benefits paid
$9,525,259
Administrative expenses
$167,164
Total expenses
$9,692,758
Net increase / (decrease)
$12,118,435

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyNONE$140,423$0
Envestnet Retirement Solutions LLCNONE$26,728not reported in the loaded dataset

Related Form 5500 pages