2023 Form 5500 filing — Sturdy Memorial Hospital Inc 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 20241010134309NAL0011515539001) for Sturdy Memorial Hospital Inc Retirement Plan, reported by Sturdy Memorial Hospital Inc under EIN 04-2768252 and plan number 001. It reports 2,779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134309NAL0011515539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sturdy Memorial Hospital Inc
- EIN
- 04-2768252
- Plan number
- 001
- Location
- Attleboro, MA
- Participants
- 2,779
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $387,304,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $387,304,672
- Employer contributions
- $0
- Total income / additions
- $50,062,457
- Benefits paid
- $11,017,365
- Administrative expenses
- $1,053,585
- Total expenses
- $12,070,950
- Net increase / (decrease)
- $37,991,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lazard Global Listed Infrastructure | NONE | $0 | $267,362 |
| Dodge & Cox | NONE | $0 | $199,411 |
| Income Research & Management | NONE | $124,770 | not reported in the loaded dataset |
| Jhancock Diversified Macro R6 | NONE | $0 | $117,395 |
| Wasatch Advisors | NONE | $87,942 | not reported in the loaded dataset |
| Ubs Realty Investors | NONE | $55,480 | not reported in the loaded dataset |
| Vanguard Total Stock Market Idx 1 | NONE | $0 | $24,251 |
| Vanguard Total Stock Market Index I | NONE | $0 | $16,946 |
| Federal Hermes Govt Obl Premier | NONE | $0 | $15,875 |
| Vanguard Total Bond Market Index I | NONE | $0 | $10,973 |