Marion General Hospital Employees' Retirement Plan — Form 5500 plan (Marion General Hospital, Inc.)
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, Marion General Hospital Employees' Retirement Plan is a benefit plan reported by Marion General Hospital, Inc. under EIN 35-0868130 and plan number 001. The latest loaded filing year is 2023. The filing reports 897 participants and $57,296,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marion General Hospital, Inc.
- EIN
- 35-0868130
- Plan number
- 001
- Plan type
- 2
- Location
- Marion, IN
- Latest filing year
- 2023
- Participants
- 897
- End-of-year plan assets
- $57,296,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 897 | H, C | 20250402081438NAL0008498753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,296,916
- Total liabilities (EOY)
- $57,577
- Net assets (EOY)
- $57,239,339
- Net assets (BOY)
- $59,988,405
Income & contributions
- Employer contributions
- $2,000,000
- Total contributions
- $2,000,000
- Total income / additions
- $3,310,411
Expenses & distributions
- Benefits paid
- $5,304,901
- Administrative expenses
- $754,576
- Total expenses
- $6,059,477
- Net increase / (decrease)
- -$2,749,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schroder Investment Management | INDEPENDENT | $139,110 | not reported in the loaded dataset | 2023 |
| Jp Morgan (Bank One) | INDEPENDENT | $66,000 | not reported in the loaded dataset | 2023 |
| Mccready & Keene | INDEPENDENT | $44,661 | not reported in the loaded dataset | 2023 |
| Oxford | INDEPENDENT | $29,709 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marion General Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Marion, IN
- Schroder Investment Management — Schedule C compensation
- Jp Morgan (Bank One) — Schedule C compensation
- Mccready & Keene — Schedule C compensation
- Oxford — Schedule C compensation