Retirement Plan For Licensed Practical Nurses Of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. — Form 5500 plan (Samaritan 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, Retirement Plan For Licensed Practical Nurses Of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. is a benefit plan reported by Samaritan Medical Center under EIN 15-0533577 and plan number 002. The latest loaded filing year is 2023. The filing reports 300 participants and $10,819,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samaritan Medical Center
- EIN
- 15-0533577
- Plan number
- 002
- Plan type
- 2
- Location
- Watertown, NY
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $10,819,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241014130428NAL0013318659003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,819,247
- Net assets (EOY)
- $10,819,247
- Net assets (BOY)
- $10,196,818
Income & contributions
- Employer contributions
- $231,746
- Total contributions
- $231,746
- Total income / additions
- $1,511,824
Expenses & distributions
- Benefits paid
- $419,421
- Administrative expenses
- $469,974
- Total expenses
- $889,395
- Net increase / (decrease)
- $622,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Integrity Life Insurance | CONTRACT ADMINISTRATOR | $473,846 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $0 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samaritan Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Watertown, NY
- National Integrity Life Insurance — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation