2023 Form 5500 filing — Clarion 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 20241014202155NAL0045865488001) for Clarion Hospital 403(B) Plan, reported by Clarion Hospital under EIN 25-1010039 and plan number 002. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014202155NAL0045865488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clarion Hospital
- EIN
- 25-1010039
- Plan number
- 002
- Location
- Clarion, PA
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,935,068
- Net assets (EOY)
- $9,935,068
- Employer contributions
- $462,555
- Participant contributions
- $1,078,221
- Total income / additions
- $2,689,318
- Benefits paid
- $970,165
- Administrative expenses
- $19,408
- Total expenses
- $990,731
- Net increase / (decrease)
- $1,698,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $13,824 | $0 |
| Fragasso Financial Advisors | INVESTMENT ADVISOR | $5,584 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |