Margaret Mary Health Savings 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 Savings Plan is a benefit plan reported by Margaret Mary Community Hospital under EIN 35-6067049 and plan number 004. The latest loaded filing year is 2023. The filing reports 964 participants and $39,188,139 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
- 004
- Plan type
- 2
- Location
- Batesville, IN
- Latest filing year
- 2023
- Participants
- 964
- End-of-year plan assets
- $39,188,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 964 | H, C | 20241015130511NAL0049524240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,188,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,188,139
- Net assets (BOY)
- $33,613,732
Income & contributions
- Employer contributions
- $475,821
- Participant contributions
- $2,640,575
- Total contributions
- $3,267,082
- Total income / additions
- $7,889,630
Expenses & distributions
- Benefits paid
- $2,162,312
- Administrative expenses
- $152,911
- Total expenses
- $2,315,223
- Net increase / (decrease)
- $5,574,407
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lji Wealth Management | INVESTMENT ADVISOR | $23,242 | not reported in the loaded dataset | 2023 |
| American Pension Advisors | THIRD PARTY ADMIN | $20,978 | not reported in the loaded dataset | 2023 |
| Axa Equitable Life Insurance Co | RECORDKEEPER | $0 | $13,633 | 2023 |
| Erisa Smart | THIRD PARTY TRUSTEE | $8,321 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Margaret Mary Community Hospital
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Batesville, IN
- Lji Wealth Management — Schedule C compensation
- American Pension Advisors — Schedule C compensation
- Axa Equitable Life Insurance Co — Schedule C compensation
- Erisa Smart — Schedule C compensation