Retirement Plus Of Memorial Health System Hospitals — Form 5500 plan (Marietta Memorial 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, Retirement Plus Of Memorial Health System Hospitals is a benefit plan reported by Marietta Memorial Hospital under EIN 31-4379509 and plan number 006. The latest loaded filing year is 2023. The filing reports 3,372 participants and $98,145,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marietta Memorial Hospital
- EIN
- 31-4379509
- Plan number
- 006
- Plan type
- 2
- Location
- Marietta, OH
- Latest filing year
- 2023
- Participants
- 3,372
- End-of-year plan assets
- $98,145,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,372 | H, C | 20241015172629NAL0016964899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,145,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,145,994
- Net assets (BOY)
- $81,223,553
Income & contributions
- Employer contributions
- $891,809
- Participant contributions
- $7,755,147
- Total contributions
- $9,114,375
- Total income / additions
- $23,973,876
Expenses & distributions
- Benefits paid
- $6,389,265
- Administrative expenses
- $546,938
- Total expenses
- $6,936,203
- Net increase / (decrease)
- $17,037,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $363,323 | $0 | 2023 |
| Latitude Service Company, Inc | TPA | $78,791 | $45,035 | 2023 |
| Raymond James & Associates Inc | FINANCIAL ADVISOR | $77,441 | not reported in the loaded dataset | 2023 |
| Fiduciary Wise, LLC | FINANCIAL ADVISOR | $34,384 | not reported in the loaded dataset | 2023 |
| Trustmont Advisory Group, Inc. | FINANCIAL ADVISOR | $0 | $5,546 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marietta Memorial Hospital
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Marietta, OH
- Nationwide — Schedule C compensation
- Latitude Service Company, Inc — Schedule C compensation
- Raymond James & Associates Inc — Schedule C compensation
- Fiduciary Wise, LLC — Schedule C compensation
- Trustmont Advisory Group, Inc. — Schedule C compensation