Union Health 403(B)Retirement Plan — Form 5500 plan (Union 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, Union Health 403(B)Retirement Plan is a benefit plan reported by Union Hospital, Inc. under EIN 35-0876396 and plan number 006. The latest loaded filing year is 2023. The filing reports 4,734 participants and $203,307,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Hospital, Inc.
- EIN
- 35-0876396
- Plan number
- 006
- Plan type
- 2
- Location
- Terre Haute, IN
- Latest filing year
- 2023
- Participants
- 4,734
- End-of-year plan assets
- $203,307,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,734 | H, C | 20241015093531NAL0014323459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $203,307,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,307,583
- Net assets (BOY)
- $164,119,633
Income & contributions
- Employer contributions
- $7,089,240
- Participant contributions
- $16,052,914
- Total contributions
- $24,189,074
- Total income / additions
- $53,268,585
Expenses & distributions
- Benefits paid
- $13,726,385
- Administrative expenses
- $337,961
- Total expenses
- $14,080,635
- Net increase / (decrease)
- $39,187,950
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $268,516 | $0 | 2023 |
| Axia Advisory Corporation | INVESTMENT ADVISOR | $68,824 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | RECORDKEEPER | $204 | $12,246 | 2023 |
| Lincoln National Corporation | CONTACT ADMINISTRATOR | $300 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Terre Haute, IN
- Fid Inv Inst Ops Co — Schedule C compensation
- Axia Advisory Corporation — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation