2023 Form 5500 filing — Montgomery General Hospital Employees' Pension 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 20250321125344NAL0008026129001) for Montgomery General Hospital Employees' Pension Plan, reported by Montgomery General Hospital under EIN 55-0372580 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321125344NAL0008026129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montgomery General Hospital
- EIN
- 55-0372580
- Plan number
- 001
- Location
- Montgomery, WV
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,455,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,455,135
- Employer contributions
- $353,115
- Participant contributions
- $0
- Total income / additions
- $710,226
- Benefits paid
- $216,124
- Administrative expenses
- $181,170
- Total expenses
- $397,294
- Net increase / (decrease)
- $312,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcgriff Insurance Services, LLC | ACTUARY | $27,639 | not reported in the loaded dataset |
| Truist Financial Corporation | TRUSTEE | $22,676 | not reported in the loaded dataset |