Incentive Savings Plan For Employees Of Meadville Medical Center — Form 5500 plan (Meadville 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, Incentive Savings Plan For Employees Of Meadville Medical Center is a benefit plan reported by Meadville Medical Center under EIN 25-1512436 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,022 participants and $148,961,509 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meadville Medical Center
EIN
25-1512436
Plan number
004
Plan type
2
Location
Meadville, PA
Latest filing year
2023
Participants
2,022
End-of-year plan assets
$148,961,509

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,022H, C20241015184746NAL0050950896005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,961,509
Net assets (EOY)
$148,961,509
Net assets (BOY)
$127,068,156

Income & contributions

Employer contributions
$2,640,636
Participant contributions
$6,371,570
Total contributions
$10,473,958
Total income / additions
$28,043,929

Expenses & distributions

Benefits paid
$5,926,318
Administrative expenses
$213,190
Total expenses
$6,150,576
Net increase / (decrease)
$21,893,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Servies CompanyNONE$64,364$02023
Lpl FinancialNONE$60,485not reported in the loaded dataset2023
Cambridge Inv. Research Adv., Inc.NONE$48,385not reported in the loaded dataset2023
Feltz Wealth PlanNONE$39,956not reported in the loaded dataset2023

Related Form 5500 pages