2023 Form 5500 filing — Memorial Health System Defined Contribution 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 20241010105320NAL0011390771001) for Memorial Health System Defined Contribution Retirement Savings Plan, reported by Memorial Health System under EIN 37-1110690 and plan number 002. It reports 10,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010105320NAL0011390771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Memorial Health System
- EIN
- 37-1110690
- Plan number
- 002
- Location
- Springfield, IL
- Participants
- 10,603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $617,749,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $617,749,795
- Employer contributions
- $23,814,727
- Participant contributions
- $37,029,934
- Total income / additions
- $177,392,372
- Benefits paid
- $49,597,865
- Administrative expenses
- $501,769
- Total expenses
- $50,165,744
- Net increase / (decrease)
- $127,226,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $501,769 | $0 |