2023 Form 5500 filing — Concord 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 20241011142214NAL0022029313001) for Concord Hospital 403(B) Plan, reported by Concord Hospital under EIN 22-2594672 and plan number 002. It reports 3,356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142214NAL0022029313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concord Hospital
- EIN
- 22-2594672
- Plan number
- 002
- Location
- Concord, NH
- Participants
- 3,356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,877,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $234,877,562
- Participant contributions
- $16,705,983
- Total income / additions
- $59,729,413
- Benefits paid
- $18,391,593
- Administrative expenses
- $199,175
- Total expenses
- $18,628,641
- Net increase / (decrease)
- $41,100,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $184,285 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $8,495 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $6,396 | not reported in the loaded dataset |