2023 Form 5500 filing — Columbia Memorial Hospital 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 20241014091409NAL0026884193001) for Columbia Memorial Hospital Retirement Plan, reported by Columbia Memorial Hospital under EIN 14-1338373 and plan number 002. It reports 752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091409NAL0026884193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Memorial Hospital
- EIN
- 14-1338373
- Plan number
- 002
- Location
- Hudson, NY
- Participants
- 752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,829,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,829,286
- Employer contributions
- $117,782
- Participant contributions
- $2,101,941
- Total income / additions
- $7,522,425
- Benefits paid
- $4,068,765
- Administrative expenses
- $172,277
- Total expenses
- $4,244,750
- Net increase / (decrease)
- $3,277,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $116,450 | $0 |
| Healthcare Community Securities Cor | ADVISORY | $55,826 | not reported in the loaded dataset |