2023 Form 5500 filing — St Vincent Charity Medical Center Retirement Savings Plan For Ona Employees
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 20241015150905NAL0048575488001) for St Vincent Charity Medical Center Retirement Savings Plan For Ona Employees, reported by St Vincent Charity Medical Center under EIN 34-0714756 and plan number 002. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150905NAL0048575488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St Vincent Charity Medical Center
- EIN
- 34-0714756
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,954,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,954,622
- Employer contributions
- $18,876
- Participant contributions
- $93,494
- Total income / additions
- $4,344,088
- Benefits paid
- $10,081,592
- Administrative expenses
- $9,697
- Total expenses
- $10,124,010
- Net increase / (decrease)
- -$5,779,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services A | CONSULTANT | $7,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$385 | $0 |