Retirement Plan For Employees Of Southampton Hospital Association — Form 5500 plan (Southampton Hospital Association)

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, Retirement Plan For Employees Of Southampton Hospital Association is a benefit plan reported by Southampton Hospital Association under EIN 11-1667765 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $25,462,219 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southampton Hospital Association
EIN
11-1667765
Plan number
001
Plan type
2
Location
Southampton, NY
Latest filing year
2023
Participants
400
End-of-year plan assets
$25,462,219

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023400H, C20241015111057NAL0029358209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,462,219
Total liabilities (EOY)
$0
Net assets (EOY)
$25,462,219
Net assets (BOY)
$24,551,588

Income & contributions

Employer contributions
$374,837
Total contributions
$374,837
Total income / additions
$3,248,664

Expenses & distributions

Benefits paid
$2,004,284
Administrative expenses
$333,749
Total expenses
$2,338,033
Net increase / (decrease)
$910,631

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,549$02023
Capfinancial Partners LLCINVESTMENT ADVISORY$0$22,0002023

Related Form 5500 pages