Clarion Hospital 403(B) Plan — Form 5500 plan (Clarion 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, Clarion Hospital 403(B) Plan is a benefit plan reported by Clarion Hospital under EIN 25-1010039 and plan number 002. The latest loaded filing year is 2023. The filing reports 467 participants and $9,935,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clarion Hospital
- EIN
- 25-1010039
- Plan number
- 002
- Plan type
- 2
- Location
- Clarion, PA
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $9,935,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20241014202155NAL0045865488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,935,068
- Net assets (EOY)
- $9,935,068
- Net assets (BOY)
- $8,236,481
Income & contributions
- Employer contributions
- $462,555
- Participant contributions
- $1,078,221
- Total contributions
- $1,608,616
- Total income / additions
- $2,689,318
Expenses & distributions
- Benefits paid
- $970,165
- Administrative expenses
- $19,408
- Total expenses
- $990,731
- Net increase / (decrease)
- $1,698,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $13,824 | $0 | 2023 |
| Fragasso Financial Advisors | INVESTMENT ADVISOR | $5,584 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |