Garnet Health Medical Center 403(B) Retirement Savings Plan — Form 5500 plan (Garnet Health Medical Center)

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, Garnet Health Medical Center 403(B) Retirement Savings Plan is a benefit plan reported by Garnet Health Medical Center under EIN 14-1364536 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,158 participants and $273,337,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Garnet Health Medical Center
EIN
14-1364536
Plan number
002
Plan type
2
Location
Middletown, NY
Latest filing year
2023
Participants
5,158
End-of-year plan assets
$273,337,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,158H, C20240807084807NAL0003491889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$273,337,281
Total liabilities (EOY)
$0
Net assets (EOY)
$273,337,281
Net assets (BOY)
$246,872,632

Income & contributions

Employer contributions
$5,215,514
Participant contributions
$19,304,099
Total contributions
$25,732,442
Total income / additions
$55,332,344

Expenses & distributions

Benefits paid
$28,809,063
Administrative expenses
$58,632
Total expenses
$28,867,695
Net increase / (decrease)
$26,464,649

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$62,324$24,8142023
Merrill LynchINVESTMENT ADVISORY$0$80,0002023
Rbt CpasACCOUNTANT$0$15,5002023

Related Form 5500 pages