St. James Hospital 401(K) Plan — Form 5500 plan (St. James 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, St. James Hospital 401(K) Plan is a benefit plan reported by St. James Hospital under EIN 16-0743310 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $7,854,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. James Hospital
- EIN
- 16-0743310
- Plan number
- 001
- Plan type
- 2
- Location
- Hornell, NY
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $7,854,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20241011084051NAL0038226448001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,854,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,854,228
- Net assets (BOY)
- $6,270,245
Income & contributions
- Employer contributions
- $509,748
- Participant contributions
- $876,355
- Total contributions
- $1,444,457
- Total income / additions
- $2,558,573
Expenses & distributions
- Benefits paid
- $887,424
- Administrative expenses
- $87,166
- Total expenses
- $974,590
- Net increase / (decrease)
- $1,583,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burke Group | NONE | $64,220 | $0 | 2023 |
| Alesco Advisors LLC | FINANCIAL ADVISOR | $22,946 | $0 | 2023 |