Union Hospital 403(B) Savings Plan — Form 5500 plan (Union Hospital Association)

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, Union Hospital 403(B) Savings Plan is a benefit plan reported by Union Hospital Association under EIN 34-0714771 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,366 participants and $82,059,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Union Hospital Association
EIN
34-0714771
Plan number
004
Plan type
2
Location
Dover, OH
Latest filing year
2023
Participants
1,366
End-of-year plan assets
$82,059,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,366H, C20241007123556NAL0026133600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,059,802
Total liabilities (EOY)
$0
Net assets (EOY)
$82,059,802
Net assets (BOY)
$67,482,589

Income & contributions

Employer contributions
$3,134,043
Participant contributions
$4,668,526
Total contributions
$8,120,247
Total income / additions
$20,389,220

Expenses & distributions

Benefits paid
$5,727,130
Administrative expenses
$41,176
Total expenses
$5,812,007
Net increase / (decrease)
$14,577,213

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$18,465$02023
Cbiz Cpas P.C.AUDIT$7,096not reported in the loaded dataset2023
Strategic Advisors, Inc.INVESTMENT ADVISOR$5,898not reported in the loaded dataset2023

Related Form 5500 pages