Plan5500

Mercy Health & Rehabilitation Center Group Annuity Plan — Form 5500 plan (Mercy Health & Rehabilitatiion Center Nursing Home Co., Inc.)

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, Mercy Health & Rehabilitation Center Group Annuity Plan is a benefit plan reported by Mercy Health & Rehabilitatiion Center Nursing Home Co., Inc. under EIN 23-7082561 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $608,670 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mercy Health & Rehabilitatiion Center Nursing Home Co., Inc.
EIN
23-7082561
Plan number
002
Plan type
2
Location
Auburn, NY
Latest filing year
2023
Participants
180
End-of-year plan assets
$608,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20241011152813NAL0044940978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$608,670
Total liabilities (EOY)
$26,794
Net assets (EOY)
$581,876
Net assets (BOY)
$845,369

Income & contributions

Employer contributions
$104,232
Total contributions
$104,232
Total income / additions
$282,196

Expenses & distributions

Benefits paid
$432,301
Administrative expenses
$113,388
Total expenses
$545,689
Net increase / (decrease)
-$263,493

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Buck Global LLCACTUARY$87,253not reported in the loaded dataset2023
Fustcharles LlpAUDITOR$10,975not reported in the loaded dataset2023
First State Trust CompanyTRUST COMPANY$7,864not reported in the loaded dataset2023
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$7,035not reported in the loaded dataset2023

Related Form 5500 pages