Little Falls Hospital 403(B) Retirement Plan — Form 5500 plan (Little Falls 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, Little Falls Hospital 403(B) Retirement Plan is a benefit plan reported by Little Falls Hospital under EIN 15-0533578 and plan number 002. The latest loaded filing year is 2023. The filing reports 442 participants and $11,092,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Little Falls Hospital
- EIN
- 15-0533578
- Plan number
- 002
- Plan type
- 2
- Location
- Little Falls, NY
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $11,092,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20241015151737NAL0028903681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,092,825
- Net assets (EOY)
- $11,092,825
- Net assets (BOY)
- $9,508,352
Income & contributions
- Employer contributions
- $262,520
- Participant contributions
- $633,284
- Total contributions
- $998,146
- Total income / additions
- $2,530,439
Expenses & distributions
- Benefits paid
- $944,168
- Administrative expenses
- $1,798
- Total expenses
- $945,966
- Net increase / (decrease)
- $1,584,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT COMPANY | $49,868 | not reported in the loaded dataset | 2023 |
| Morgan Stanley And Co LLC | BROKER | not reported in the loaded dataset | $23,775 | 2023 |
| Actuarial Pension Analysts, Inc. | THIRD PARTY ADMINISTRATO | $9,315 | not reported in the loaded dataset | 2023 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $48 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Little Falls Hospital
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Little Falls, NY
- Nationwide — Schedule C compensation
- Morgan Stanley And Co LLC — Schedule C compensation
- Actuarial Pension Analysts, Inc. — Schedule C compensation
- Mutual Of America Investment Corp — Schedule C compensation