2023 Form 5500 filing — Memorial Health System Hospitals Defined Contribution 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 20241015172553NAL0050676992001) for Memorial Health System Hospitals Defined Contribution Plan, reported by Marietta Memorial Hospital under EIN 31-4379509 and plan number 007. It reports 2,629 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172553NAL0050676992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marietta Memorial Hospital
- EIN
- 31-4379509
- Plan number
- 007
- Location
- Marietta, OH
- Participants
- 2,629
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,492,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,492,456
- Employer contributions
- $3,864,823
- Total income / additions
- $6,657,540
- Benefits paid
- $914,807
- Administrative expenses
- $154,834
- Total expenses
- $1,069,641
- Net increase / (decrease)
- $5,587,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $74,666 | $0 |
| Latitude Service Company, Inc | TPA | $59,982 | $9,076 |
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $13,347 | not reported in the loaded dataset |
| Fiduciary Wise, LLC | FINANCIAL ADVISOR | $6,840 | not reported in the loaded dataset |