South Peninsula Hospital 403(B) Plan For Union Employees — Form 5500 plan (South Peninsula 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, South Peninsula Hospital 403(B) Plan For Union Employees is a benefit plan reported by South Peninsula Hospital, Inc. under EIN 92-0037099 and plan number 004. The latest loaded filing year is 2023. The filing reports 377 participants and $7,259,052 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Peninsula Hospital, Inc.
EIN
92-0037099
Plan number
004
Plan type
2
Location
Homer, AK
Latest filing year
2023
Participants
377
End-of-year plan assets
$7,259,052

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023377H, C20241007122752NAL0026123696001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,259,052
Total liabilities (EOY)
$0
Net assets (EOY)
$7,259,052
Net assets (BOY)
$4,772,872

Income & contributions

Employer contributions
$905,009
Participant contributions
$740,986
Total contributions
$1,796,527
Total income / additions
$2,698,935

Expenses & distributions

Benefits paid
$187,101
Administrative expenses
$26,608
Total expenses
$213,709
Net increase / (decrease)
$2,485,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$24,104$02023

Related Form 5500 pages