2023 Form 5500 filing — Mercy Health & Rehabilitation Center Group Annuity 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 20241011152813NAL0044940978001) for Mercy Health & Rehabilitation Center Group Annuity Plan, reported by Mercy Health & Rehabilitatiion Center Nursing Home Co., Inc. under EIN 23-7082561 and plan number 002. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152813NAL0044940978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mercy Health & Rehabilitatiion Center Nursing Home Co., Inc.
- EIN
- 23-7082561
- Plan number
- 002
- Location
- Auburn, NY
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $608,670
- Total liabilities (EOY)
- $26,794
- Net assets (EOY)
- $581,876
- Employer contributions
- $104,232
- Total income / additions
- $282,196
- Benefits paid
- $432,301
- Administrative expenses
- $113,388
- Total expenses
- $545,689
- Net increase / (decrease)
- -$263,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Global LLC | ACTUARY | $87,253 | not reported in the loaded dataset |
| Fustcharles Llp | AUDITOR | $10,975 | not reported in the loaded dataset |
| First State Trust Company | TRUST COMPANY | $7,864 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $7,035 | not reported in the loaded dataset |