2023 Form 5500 filing — Nebraska Methodist Health System Defined Contribution 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 20241009092906NAL0009073251001) for Nebraska Methodist Health System Defined Contribution Retirement Plan, reported by Nebraska Methodist Health System under EIN 47-0639839 and plan number 003. It reports 9,323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092906NAL0009073251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nebraska Methodist Health System
- EIN
- 47-0639839
- Plan number
- 003
- Location
- Omaha, NE
- Participants
- 9,323
- 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
- Employer contributions
- $4,095,349
- Participant contributions
- $20,955,008
- Total income / additions
- $89,814,243
- Benefits paid
- $671,202,623
- Administrative expenses
- $627,642
- Total expenses
- $671,830,265
- Net increase / (decrease)
- -$582,016,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $611,135 | not reported in the loaded dataset |
| Fid Mgmt Trust Co | CONTRACT ADMINISTRATOR | $16,507 | not reported in the loaded dataset |