Joint Township District Memorial Hospital Deferred Annuity Plan — Form 5500 plan (Joint Township District 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, Joint Township District Memorial Hospital Deferred Annuity Plan is a benefit plan reported by Joint Township District Memorial Hospital under EIN 34-1623770 and plan number 002. The latest loaded filing year is 2023. The filing reports 620 participants and $33,508,292 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$33.5MPlan net assets, end of year$33,508,292
Participants620Covered participants reported
Assets / participant$54KComputed: assets ÷ participants$54,046 (computed)
Provider compensation$59.2K2 Schedule C provider row(s)$59,233
- Plan sponsor
- Joint Township District Memorial Hospital
- EIN
- 34-1623770
- Plan number
- 002
- Plan type
- 2
- Location
- St Marys, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 620 | H, C | 20241014160325NAL0045233376001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$33.5M total assets
Net assets$33.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $33,508,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,508,292
- Net assets (BOY)
- $28,367,683
Income & contributions
- Employer contributions
- $46,644
- Participant contributions
- $1,855,032
- Total contributions
- $2,088,433
- Total income / additions
- $6,919,524
Expenses & distributions
- Benefits paid
- $1,778,915
- Administrative expenses
- $0
- Total expenses
- $1,778,915
- Net increase / (decrease)
- $5,140,609
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
98%
Employer 2%Participant 98%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital City Ins Group LLC | BROKER/ADVISER | $0 | $59,233 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |