Eastern Shore Rural Health System, Inc. 403(B) Plan — Form 5500 plan (Eastern Shore Rural Health System, 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, Eastern Shore Rural Health System, Inc. 403(B) Plan is a benefit plan reported by Eastern Shore Rural Health System, Inc. under EIN 51-0196935 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $19,283,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastern Shore Rural Health System, Inc.
- EIN
- 51-0196935
- Plan number
- 001
- Plan type
- 2
- Location
- Onancock, VA
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $19,283,266
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20240906071837NAL0000507891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,283,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,283,266
- Net assets (BOY)
- $16,593,119
Income & contributions
- Employer contributions
- $513,048
- Participant contributions
- $1,631,638
- Total contributions
- $2,146,952
- Total income / additions
- $4,240,972
Expenses & distributions
- Benefits paid
- $1,495,079
- Administrative expenses
- $49,448
- Total expenses
- $1,550,825
- Net increase / (decrease)
- $2,690,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Davenport & Company LLC | INVESTMENT ADVISOR | $42,158 | not reported in the loaded dataset | 2023 |
| Pbmares, Llp | TPA | $4,590 | $8,674 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,700 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eastern Shore Rural Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Onancock, VA
- Davenport & Company LLC — Schedule C compensation
- Pbmares, Llp — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation