Hunterdon Healthcare 403(B) Retirement Savings Plan — Form 5500 plan (Hunterdon Healthcare System)

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, Hunterdon Healthcare 403(B) Retirement Savings Plan is a benefit plan reported by Hunterdon Healthcare System under EIN 22-1537688 and plan number 006. The latest loaded filing year is 2023. The filing reports 3,337 participants and $200,328,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hunterdon Healthcare System
EIN
22-1537688
Plan number
006
Plan type
2
Location
Flemington, NJ
Latest filing year
2023
Participants
3,337
End-of-year plan assets
$200,328,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,337H, C20241014132332NAL0026253281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$200,328,411
Total liabilities (EOY)
$0
Net assets (EOY)
$200,328,411
Net assets (BOY)
$163,280,372

Income & contributions

Employer contributions
$6,865,676
Participant contributions
$14,933,734
Total contributions
$22,731,957
Total income / additions
$51,330,377

Expenses & distributions

Benefits paid
$13,731,068
Administrative expenses
$476,026
Total expenses
$14,282,338
Net increase / (decrease)
$37,048,039

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aspire Advisors, LLCNONE$282,164$02023
Benefit Plans Adminitrative SvcsNONE$193,862$02023

Related Form 5500 pages