Plan5500

Hamot Health Foundation Employee Tax-Deferred Savings Plan — Form 5500 plan (Upmc Hamot)

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, Hamot Health Foundation Employee Tax-Deferred Savings Plan is a benefit plan reported by Upmc Hamot under EIN 25-0965387 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,271 participants and $68,603,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upmc Hamot
EIN
25-0965387
Plan number
003
Plan type
2
Location
Erie, PA
Latest filing year
2023
Participants
1,271
End-of-year plan assets
$68,603,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,271H, C20250402151324NAL0005005843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,603,443
Total liabilities (EOY)
$0
Net assets (EOY)
$68,603,443
Net assets (BOY)
$67,973,145

Income & contributions

Total contributions
$0
Total income / additions
$7,502,152

Expenses & distributions

Benefits paid
$6,563,481
Administrative expenses
$250
Total expenses
$6,563,731
Net increase / (decrease)
$938,421

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Capital Markets, LLCBROKER/ADVISOR$0$119,4932023

Related Form 5500 pages