2023 Form 5500 filing — Elmhurst Memorial Hospital 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 20240930183613NAL0003467075001) for Elmhurst Memorial Hospital Retirement Plan, reported by Elmhurst Memorial Hospital under EIN 36-2167784 and plan number 003. It reports 3,086 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930183613NAL0003467075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elmhurst Memorial Hospital
- EIN
- 36-2167784
- Plan number
- 003
- Location
- Evanston, IL
- Participants
- 3,086
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,390,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,390,469
- Employer contributions
- $24,160,000
- Total income / additions
- $25,549,503
- Benefits paid
- $11,203,000
- Administrative expenses
- $1,537,263
- Total expenses
- $12,740,263
- Net increase / (decrease)
- $12,809,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARIAL | $265,951 | not reported in the loaded dataset |
| Sei Investment | INVEST ADVISORY | $258,787 | not reported in the loaded dataset |
| Reams Asset Management | INV. ADVISORY | $253,691 | not reported in the loaded dataset |
| Mitchell & Titus, Llp | CONTRACT | $19,672 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $18,132 | not reported in the loaded dataset |
| Fiducient Advisors LLC | CONTRACT | $16,250 | not reported in the loaded dataset |
| Merganser Capital Management | INVEST ADVISORY | $14,978 | not reported in the loaded dataset |
| Wipfli Llp | CONTRACT | $8,000 | not reported in the loaded dataset |