Union Hospital Money Purchase Retirement 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 Money Purchase Retirement Plan is a benefit plan reported by Union Hospital Association under EIN 34-0714771 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,091 participants and $35,067,271 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
005
Plan type
2
Location
Dover, OH
Latest filing year
2023
Participants
1,091
End-of-year plan assets
$35,067,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,091H20241007133531NAL0016164097001
20231,333H20241007144738NAL0007691267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$35,067,271

Income & contributions

Total contributions
$0
Total income / additions
-$623,079

Expenses & distributions

Benefits paid
$736
Administrative expenses
$2,952
Total expenses
$3,688
Net increase / (decrease)
-$626,767

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages