2023 Form 5500 filing — The Methodist Hospitals, Inc. 401(K) 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 20241010072335NAL0033511280001) for The Methodist Hospitals, Inc. 401(K) Savings Plan, reported by The Methodist Hospitals, Inc. under EIN 35-0868133 and plan number 002. It reports 3,373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010072335NAL0033511280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Methodist Hospitals, Inc.
- EIN
- 35-0868133
- Plan number
- 002
- Location
- Gary, IN
- Participants
- 3,373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,064,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $167,064,185
- Employer contributions
- $2,890,982
- Participant contributions
- $7,463,676
- Total income / additions
- $35,592,612
- Benefits paid
- $9,781,378
- Administrative expenses
- $218,132
- Total expenses
- $9,999,571
- Net increase / (decrease)
- $25,593,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | NONE KNOWN | $218,132 | $0 |
| Captrust Financial Advisors | NONE KNOWN | $0 | $120,000 |
| Paul A Franco | NONE KNOWN | $0 | $6,102 |