2023 Form 5500 filing — Woman'S Hospital Foundation 403(B) Retirement Savings 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 20241011142626NAL0022037649001) for Woman'S Hospital Foundation 403(B) Retirement Savings Plan, reported by Woman'S Hospital Foundation under EIN 72-0652905 and plan number 008. It reports 2,116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142626NAL0022037649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woman'S Hospital Foundation
- EIN
- 72-0652905
- Plan number
- 008
- Location
- Baton Rouge, LA
- Participants
- 2,116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,247,810
- Net assets (EOY)
- $186,247,810
- Employer contributions
- $85,868
- Participant contributions
- $11,372,537
- Total income / additions
- $37,505,863
- Benefits paid
- $14,907,441
- Administrative expenses
- $121,004
- Total expenses
- $15,028,445
- Net increase / (decrease)
- $22,477,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $82,004 | $0 |
| Gallagher Benefit Services Inc | CONSULTANT | $35,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Metlife Insurance Company | RECORD KEEPER | $0 | $0 |