2023 Form 5500 filing — Memorialcare Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730105309NAL0011745619001) for Memorialcare Retirement Plan, reported by Memorial Health Services under EIN 95-1643381 and plan number 001. It reports 7,408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730105309NAL0011745619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Memorial Health Services
- EIN
- 95-1643381
- Plan number
- 001
- Location
- Fountain Valley, CA
- Participants
- 7,408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,327,260,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,327,260,000
- Employer contributions
- $34,571,000
- Participant contributions
- $23,626,000
- Total income / additions
- $249,702,000
- Benefits paid
- $85,190,000
- Administrative expenses
- $1,076,000
- Total expenses
- $86,266,000
- Net increase / (decrease)
- $163,436,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $666,462 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $408,920 | $0 |