Pottstown Memorial Medical Center Retirement Income Plan — Form 5500 plan (Pmmc Over Liquidation, LLC)
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, Pottstown Memorial Medical Center Retirement Income Plan is a benefit plan reported by Pmmc Over Liquidation, LLC under EIN 26-2874737 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,176 participants and $57,166,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pmmc Over Liquidation, LLC
- EIN
- 26-2874737
- Plan number
- 001
- Plan type
- 2
- Location
- Pottstown, PA
- Latest filing year
- 2023
- Participants
- 1,176
- End-of-year plan assets
- $57,166,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,176 | H, C | 20241009160553NAL0038396546001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,166,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,166,974
- Net assets (BOY)
- $55,367,902
Income & contributions
- Employer contributions
- $571,250
- Total contributions
- $571,250
- Total income / additions
- $7,421,906
Expenses & distributions
- Benefits paid
- $4,556,301
- Administrative expenses
- $1,066,533
- Total expenses
- $5,622,834
- Net increase / (decrease)
- $1,799,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Foster & Foster, Inc. | ACTUARY | $52,801 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Vanguard Fiduciary Trust Company | CUSTODIAN | $36,618 | not reported in the loaded dataset | 2023 |
| Vanguard Advisors, Inc. | INVESTMENT ADVISOR | $7,011 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pmmc Over Liquidation, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pottstown, PA
- Foster & Foster, Inc. — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Vanguard Fiduciary Trust Company — Schedule C compensation
- Vanguard Advisors, Inc. — Schedule C compensation