St. Mary'S Medical Center 403(B) Plan — Form 5500 plan (St. Mary'S Medical Center)
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. Mary'S Medical Center 403(B) Plan is a benefit plan reported by St. Mary'S Medical Center under EIN 55-0357050 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,500 participants and $148,111,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Mary'S Medical Center
- EIN
- 55-0357050
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 5,500
- End-of-year plan assets
- $148,111,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,500 | H, C | 20241101111645NAL0001906179001 |
| 2023 | 2,902 | H, C | 20250114080230NAL0019733713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,797,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $153,797,221
- Net assets (BOY)
- $137,837,202
Income & contributions
- Employer contributions
- $7,793,384
- Total contributions
- $7,793,384
- Total income / additions
- $29,179,284
Expenses & distributions
- Benefits paid
- $10,441,634
- Administrative expenses
- $2,777,631
- Total expenses
- $13,219,265
- Net increase / (decrease)
- $15,960,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | RETAINED BY EMPLOYER | $412,688 | not reported in the loaded dataset | 2023 |
| Valic Retirement Services Company | NONE | $383,596 | $0 | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $194,247 | $0 | 2023 |
| Variable Annuity Life Insurance Co | NONE | $2,456 | $0 | 2023 |
| Metlife Insurance Company | NONE | $1,275 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Mary'S Medical Center
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Huntington, WV
- Morgan Stanley Smith Barney — Schedule C compensation
- Valic Retirement Services Company — Schedule C compensation
- John Hancock — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation
- Metlife Insurance Company — Schedule C compensation