2023 Form 5500 filing — The Methodist Hospitals, Inc. 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 20241010072358NAL0009806851001) for The Methodist Hospitals, Inc. Retirement Plan, reported by The Methodist Hospitals, Inc. under EIN 35-0868133 and plan number 001. It reports 2,204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010072358NAL0009806851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Methodist Hospitals, Inc.
- EIN
- 35-0868133
- Plan number
- 001
- Location
- Gary, IN
- Participants
- 2,204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,888,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,888,940
- Total income / additions
- $10,819,552
- Benefits paid
- $6,190,193
- Administrative expenses
- $178,751
- Total expenses
- $6,368,944
- Net increase / (decrease)
- $4,450,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retrmnt Insrnce & Annuity Co. | NONE KNOWN | $115,626 | $0 |
| The Angell Pension Group Inc | NONE KNOWN | $63,125 | not reported in the loaded dataset |