2023 Form 5500 filing — Martin Memorial Health Systems, Inc. 403(B) 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 20241007144032NAL0026436928001) for Martin Memorial Health Systems, Inc. 403(B) Retirement Savings Plan, reported by Martin Memorial Health Systems, Inc. under EIN 59-2307522 and plan number 002. It reports 5,648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007144032NAL0026436928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Martin Memorial Health Systems, Inc.
- EIN
- 59-2307522
- Plan number
- 002
- Location
- Stuart, FL
- Participants
- 5,648
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Participant contributions
- $3,386
- Total income / additions
- -$3,130,890
- Benefits paid
- $0
- Administrative expenses
- $34,853
- Total expenses
- $34,853
- Net increase / (decrease)
- -$3,165,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $120,998 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $34,623 | $0 |
| Cbiz Cpas P.C. | AUDIT | $10,431 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISORS | $6,791 | not reported in the loaded dataset |