Van Wert County Hospital-Tax Deferred 403(B) Plan — Form 5500 plan (Van Wert County 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, Van Wert County Hospital-Tax Deferred 403(B) Plan is a benefit plan reported by Van Wert County Hospital Association under EIN 34-4429514 and plan number 008. The latest loaded filing year is 2023. The filing reports 505 participants and $13,245,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van Wert County Hospital Association
- EIN
- 34-4429514
- Plan number
- 008
- Plan type
- 2
- Location
- Van Wert, OH
- Latest filing year
- 2023
- Participants
- 505
- End-of-year plan assets
- $13,245,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20241015150820NAL0030104897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,245,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,245,065
- Net assets (BOY)
- $12,411,302
Income & contributions
- Employer contributions
- $318,473
- Participant contributions
- $1,417,031
- Total contributions
- $1,839,755
- Total income / additions
- $3,555,498
Expenses & distributions
- Benefits paid
- $2,651,619
- Administrative expenses
- $61,867
- Total expenses
- $2,721,735
- Net increase / (decrease)
- $833,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,971 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,896 | $0 | 2023 |