2023 Form 5500 filing — Luminis Health 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 20241010150211NAL0020383985001) for Luminis Health Retirement Plan, reported by Luminis Health Anne Arundel Medical Center, Inc. under EIN 52-1169362 and plan number 003. It reports 9,570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150211NAL0020383985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Luminis Health Anne Arundel Medical Center, Inc.
- EIN
- 52-1169362
- Plan number
- 003
- Location
- Annapolis, MD
- Participants
- 9,570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $413,901,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $413,901,565
- Employer contributions
- $2,824
- Participant contributions
- $38,001,278
- Total income / additions
- $97,756,951
- Benefits paid
- $38,848,164
- Administrative expenses
- $380,680
- Total expenses
- $39,515,053
- Net increase / (decrease)
- $58,241,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $199,834 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $124,371 | $0 |
| Schiavi Wallace & Rowe, P.C. | AUDITOR | $35,525 | not reported in the loaded dataset |
| Sc&H Attest Services, P.C. | AUDITOR | $20,950 | not reported in the loaded dataset |