Shore Health System, Inc. 401(K) Plan — Form 5500 plan (Shore 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, Shore Health System, Inc. 401(K) Plan is a benefit plan reported by Shore Health System, Inc. under EIN 52-0610538 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,765 participants and $117,654,736 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shore Health System, Inc.
EIN
52-0610538
Plan number
001
Plan type
2
Location
Linthicum, MD
Latest filing year
2023
Participants
1,765
End-of-year plan assets
$117,654,736

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,765H, C20240924104657NAL0012833409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,654,736
Total liabilities (EOY)
$0
Net assets (EOY)
$117,654,736
Net assets (BOY)
$107,817,836

Income & contributions

Employer contributions
$2,280
Total contributions
$11,866
Total income / additions
$16,843,414

Expenses & distributions

Benefits paid
$6,937,578
Administrative expenses
$33,298
Total expenses
$7,006,514
Net increase / (decrease)
$9,836,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Clifton Larson Allen LlpNONE$16,910$02023
Prudential Retirement Insurance AndNONE$8,795$02023

Related Form 5500 pages