Margaret Mary Health Retirement Plan — Form 5500 plan (Margaret Mary Community 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, Margaret Mary Health Retirement Plan is a benefit plan reported by Margaret Mary Community Hospital under EIN 35-6067049 and plan number 003. The latest loaded filing year is 2023. The filing reports 863 participants and $16,181,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Margaret Mary Community Hospital
- EIN
- 35-6067049
- Plan number
- 003
- Plan type
- 2
- Location
- Batesville, IN
- Latest filing year
- 2023
- Participants
- 863
- End-of-year plan assets
- $16,181,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 863 | H, C | 20241015130144NAL0048023888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,181,887
- Total liabilities (EOY)
- $47,019
- Net assets (EOY)
- $16,134,868
- Net assets (BOY)
- $14,472,045
Income & contributions
- Employer contributions
- $829,897
- Total contributions
- $829,897
- Total income / additions
- $2,575,490
Expenses & distributions
- Benefits paid
- $883,902
- Administrative expenses
- $28,765
- Total expenses
- $912,667
- Net increase / (decrease)
- $1,662,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lji Wealth Management | INVESTMENT ADVISOR | $23,640 | not reported in the loaded dataset | 2023 |
| American Pension Advisors, Ltd | THIRD PARTY ADMIN | $11,556 | not reported in the loaded dataset | 2023 |
| Erisa Smart | OTHER | $8,487 | not reported in the loaded dataset | 2023 |