2023 Form 5500 filing — Medstar Health, Inc. Retirement Savings 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 20240912225620NAL0010809201001) for Medstar Health, Inc. Retirement Savings Plan, reported by Medstar Health, Inc. under EIN 52-2087445 and plan number 003. It reports 31,642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912225620NAL0010809201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medstar Health, Inc.
- EIN
- 52-2087445
- Plan number
- 003
- Location
- Columbia, MD
- Participants
- 31,642
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,964,902,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,964,902,016
- Employer contributions
- $56,618,141
- Participant contributions
- $190,477,816
- Total income / additions
- $712,714,441
- Benefits paid
- $189,048,395
- Administrative expenses
- $1,176,668
- Total expenses
- $190,225,063
- Net increase / (decrease)
- $522,489,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Ret. Ins. & Annuity Co. | NONE | $1,108,057 | $0 |
| Empower Annuity Ins. Co. Of America | NONE | $60,090 | $0 |
| Prudential Inv. Mgmt. Services LLC | NONE | $747 | $28,062 |
| Alpha Capital Advisors Inc. Dba Efs | NONE | $7,774 | not reported in the loaded dataset |