York Hospital Retirement Plan — Form 5500 plan (York Hospital)
Plain-English plan 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, York Hospital Retirement Plan is a benefit plan reported by York Hospital under EIN 01-0212444 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,474 participants and $98,290,786 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$98.3MPlan net assets, end of year$98,290,786
Participants1.5KCovered participants reported1,474
Assets / participant$66.7KComputed: assets ÷ participants$66,683 (computed)
Provider compensation$167.2K2 Schedule C provider row(s)$167,151
- Plan sponsor
- York Hospital
- EIN
- 01-0212444
- Plan number
- 002
- Plan type
- 2
- Location
- York, ME
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,474 | H, C | 20241010103002NAL0033804176001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$98.3M total assets
Net assets$98.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $98,290,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,290,786
- Net assets (BOY)
- $86,172,351
Income & contributions
- Employer contributions
- $1,209,503
- Participant contributions
- $4,984,557
- Total contributions
- $6,889,029
- Total income / additions
- $21,811,193
Expenses & distributions
- Benefits paid
- $9,525,259
- Administrative expenses
- $167,164
- Total expenses
- $9,692,758
- Net increase / (decrease)
- $12,118,435
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $140,423 | $0 | 2023 |
| Envestnet Retirement Solutions LLC | NONE | $26,728 | not reported in the loaded dataset | 2023 |