Samaritan Medical Center/Samaritan Keep Home 403(B) Plan — 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, Samaritan Medical Center/Samaritan Keep Home 403(B) Plan is a benefit plan reported by Samaritan Medical Center under EIN 15-0533577 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,548 participants and $9,254,584 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
006
Plan type
2
Location
Watertown, NY
Latest filing year
2023
Participants
1,548
End-of-year plan assets
$9,254,584

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,548H, C20241014122852NAL0013278435004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,254,584
Net assets (EOY)
$9,254,584
Net assets (BOY)
$7,541,809

Income & contributions

Participant contributions
$1,007,508
Total contributions
$1,030,043
Total income / additions
$2,398,759

Expenses & distributions

Benefits paid
$677,672
Administrative expenses
$8,312
Total expenses
$685,984
Net increase / (decrease)
$1,712,775

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$5,616$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages