St. Joseph'S Hospital, Inc. Retirement Plan And Trust — Form 5500 plan (St. Joseph'S Hospital Of Buckhannon, 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. Joseph'S Hospital, Inc. Retirement Plan And Trust is a benefit plan reported by St. Joseph'S Hospital Of Buckhannon, Inc. under EIN 55-0356996 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $11,310,567 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St. Joseph'S Hospital Of Buckhannon, Inc.
EIN
55-0356996
Plan number
001
Plan type
2
Location
Buckhannon, WV
Latest filing year
2023
Participants
345
End-of-year plan assets
$11,310,567

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20241003121401NAL0005703091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,310,567
Total liabilities (EOY)
$0
Net assets (EOY)
$11,310,567
Net assets (BOY)
$10,075,029

Income & contributions

Employer contributions
$191,911
Total contributions
$191,911
Total income / additions
$1,939,138

Expenses & distributions

Benefits paid
$658,262
Administrative expenses
$45,338
Total expenses
$703,600
Net increase / (decrease)
$1,235,538

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyNONE$45,337not reported in the loaded dataset2023

Related Form 5500 pages