St. Marys Hospital Of St. Marys County Pension Plan And Trust — Form 5500 plan (St. Marys Hospital Of St. Marys County, 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, St. Marys Hospital Of St. Marys County Pension Plan And Trust is a benefit plan reported by St. Marys Hospital Of St. Marys County, Inc. under EIN 52-0619006 and plan number 001. The latest loaded filing year is 2023. The filing reports 849 participants and $43,380,539 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Marys Hospital Of St. Marys County, Inc.
EIN
52-0619006
Plan number
001
Plan type
2
Location
Leonardtown, MD
Latest filing year
2023
Participants
849
End-of-year plan assets
$43,380,539

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023849H, C20241015151215NAL0016717299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,380,539
Total liabilities (EOY)
$0
Net assets (EOY)
$43,380,539
Net assets (BOY)
$36,768,209

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$8,117,875

Expenses & distributions

Benefits paid
$1,143,240
Administrative expenses
$362,305
Total expenses
$1,505,545
Net increase / (decrease)
$6,612,330

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morris & Wells Wealth ManagementNONE$220,967not reported in the loaded dataset2023
Pnc BankNONE$39,878not reported in the loaded dataset2023
Forvis MazarsNONE$19,950not reported in the loaded dataset2023

Related Form 5500 pages