Plan5500

Mvhs, Inc. 403(B) Retirement Plan — Form 5500 plan (Faxton - St. Luke'S Healthcare)

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, Mvhs, Inc. 403(B) Retirement Plan is a benefit plan reported by Faxton - St. Luke'S Healthcare under EIN 16-1576637 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,331 participants and $185,920,839 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Faxton - St. Luke'S Healthcare
EIN
16-1576637
Plan number
002
Plan type
2
Location
Utica, NY
Latest filing year
2023
Participants
3,331
End-of-year plan assets
$185,920,839

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,331H, C20241015151247NAL0014931539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$185,920,839
Total liabilities (EOY)
$0
Net assets (EOY)
$185,920,839
Net assets (BOY)
$166,657,407

Income & contributions

Employer contributions
$2,492,277
Participant contributions
$4,203,920
Total contributions
$6,943,524
Total income / additions
$32,980,270

Expenses & distributions

Benefits paid
$13,381,787
Administrative expenses
$267,808
Total expenses
$13,716,838
Net increase / (decrease)
$19,263,432

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$207,799not reported in the loaded dataset2023
Hanys Benefit ServicesSERVICE PROVIDER$60,009not reported in the loaded dataset2023
Unum Life Ins Co Of AmericaSERVICE PROVIDER$379$452023

Related Form 5500 pages