2023 Form 5500 filing — The South County Hospital 403(B) 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 20241015131947NAL0014706387004) for The South County Hospital 403(B) Retirement Plan, reported by South County Hospital under EIN 05-0445136 and plan number 002. It reports 2,063 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131947NAL0014706387004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South County Hospital
- EIN
- 05-0445136
- Plan number
- 002
- Location
- Wakefield, RI
- Participants
- 2,063
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,586,764
- Net assets (EOY)
- $101,586,764
- Employer contributions
- $2,294,754
- Participant contributions
- $6,742,871
- Total income / additions
- $24,549,340
- Benefits paid
- $10,884,961
- Administrative expenses
- $180,413
- Total expenses
- $11,073,339
- Net increase / (decrease)
- $13,476,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $150,102 | $0 |
| Fiducient Advisors | INVESTMENT ADVISOR | $25,643 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $308 | $0 |