2023 Form 5500 filing — Boone Memorial Hospital 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 20241010144843NAL0011624947001) for Boone Memorial Hospital 403(B) Plan, reported by Boone Memorial Hospital, Inc. under EIN 55-0477361 and plan number 001. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144843NAL0011624947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boone Memorial Hospital, Inc.
- EIN
- 55-0477361
- Plan number
- 001
- Location
- Madison, WV
- Participants
- 502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,529,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,529,263
- Employer contributions
- $356,718
- Participant contributions
- $1,095,663
- Total income / additions
- $3,051,136
- Benefits paid
- $995,350
- Administrative expenses
- $82,273
- Total expenses
- $1,116,544
- Net increase / (decrease)
- $1,934,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $67,473 | $0 |
| Robert W Baird & Co Incorporated | BROKER/ADVISER | $0 | $33,274 |
| Empower Advisory Group | INVESTMENT MGMT | $17,039 | not reported in the loaded dataset |
| Trinity Pension Consultants | TPA | $8,710 | $7,190 |