Clearfield Hospital Retirement Plan — Form 5500 plan (Dubois Regional Medical Center)

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, Clearfield Hospital Retirement Plan is a benefit plan reported by Dubois Regional Medical Center under EIN 25-1490707 and plan number 003. The latest loaded filing year is 2023. The filing reports 266 participants and $8,716,973 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dubois Regional Medical Center
EIN
25-1490707
Plan number
003
Plan type
2
Location
Dubois, PA
Latest filing year
2023
Participants
266
End-of-year plan assets
$8,716,973

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023266H, C20240904103727NAL0009701795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,716,973
Net assets (EOY)
$8,716,973
Net assets (BOY)
$8,235,216

Income & contributions

Employer contributions
$14
Total contributions
$14
Total income / additions
$1,269,281

Expenses & distributions

Benefits paid
$760,668
Administrative expenses
$26,856
Total expenses
$787,524
Net increase / (decrease)
$481,757

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Plante & Moran, PllcAUDITOR$14,382not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$12,458$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages