2023 Form 5500 filing — Mvhs, Inc. 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 20241015151247NAL0014931539001) for Mvhs, Inc. 403(B) Retirement Plan, reported by Faxton - St. Luke'S Healthcare under EIN 16-1576637 and plan number 002. It reports 3,331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$185.9MReported net assets$185,920,839
Participants3.3K3,331
Provider compensation$268.2K3 Schedule C row(s)$268,232
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015151247NAL0014931539001
- Plan sponsor
- Faxton - St. Luke'S Healthcare
- EIN
- 16-1576637
- Plan number
- 002
- Location
- Utica, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$185.9M total assets
Net assets$185.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $185,920,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,920,839
- Employer contributions
- $2,492,277
- Participant contributions
- $4,203,920
- Total income / additions
- $32,980,270
- Benefits paid
- $13,381,787
- Administrative expenses
- $267,808
- Total expenses
- $13,716,838
- Net increase / (decrease)
- $19,263,432
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $207,799 | not reported in the loaded dataset |
| Hanys Benefit Services | SERVICE PROVIDER | $60,009 | not reported in the loaded dataset |
| Unum Life Ins Co Of America | SERVICE PROVIDER | $379 | $45 |