Boone Memorial Hospital 403(B) Plan — Form 5500 plan (Boone Memorial Hospital, 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, Boone Memorial Hospital 403(B) Plan is a benefit plan reported by Boone Memorial Hospital, Inc. under EIN 55-0477361 and plan number 001. The latest loaded filing year is 2023. The filing reports 502 participants and $8,529,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boone Memorial Hospital, Inc.
- EIN
- 55-0477361
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WV
- Latest filing year
- 2023
- Participants
- 502
- End-of-year plan assets
- $8,529,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 502 | H, C | 20241010144843NAL0011624947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,529,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,529,263
- Net assets (BOY)
- $6,594,671
Income & contributions
- Employer contributions
- $356,718
- Participant contributions
- $1,095,663
- Total contributions
- $1,898,229
- Total income / additions
- $3,051,136
Expenses & distributions
- Benefits paid
- $995,350
- Administrative expenses
- $82,273
- Total expenses
- $1,116,544
- Net increase / (decrease)
- $1,934,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $67,473 | $0 | 2023 |
| Robert W Baird & Co Incorporated | BROKER/ADVISER | $0 | $33,274 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $17,039 | not reported in the loaded dataset | 2023 |
| Trinity Pension Consultants | TPA | $8,710 | $7,190 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boone Memorial Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Madison, WV
- Empower Annuity Insurance Co. — Schedule C compensation
- Robert W Baird & Co Incorporated — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Trinity Pension Consultants — Schedule C compensation