St Vincent Charity Medical Center Retirement Savings Plan For Ona Employees — Form 5500 plan (St Vincent Charity 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, St Vincent Charity Medical Center Retirement Savings Plan For Ona Employees is a benefit plan reported by St Vincent Charity Medical Center under EIN 34-0714756 and plan number 002. The latest loaded filing year is 2023. The filing reports 362 participants and $19,954,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St Vincent Charity Medical Center
- EIN
- 34-0714756
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $19,954,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20241015150905NAL0048575488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,954,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,954,622
- Net assets (BOY)
- $25,734,544
Income & contributions
- Employer contributions
- $18,876
- Participant contributions
- $93,494
- Total contributions
- $112,370
- Total income / additions
- $4,344,088
Expenses & distributions
- Benefits paid
- $10,081,592
- Administrative expenses
- $9,697
- Total expenses
- $10,124,010
- Net increase / (decrease)
- -$5,779,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services A | CONSULTANT | $7,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$385 | $0 | 2023 |