2023 Form 5500 filing — Sharpsaver 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 20241010161854NAL0041515154001) for Sharpsaver Retirement Plan, reported by Sharp Healthcare under EIN 95-6077327 and plan number 003. It reports 18,078 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010161854NAL0041515154001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharp Healthcare
- EIN
- 95-6077327
- Plan number
- 003
- Location
- San Diego, CA
- Participants
- 18,078
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $678,530,507
- Total liabilities (EOY)
- $2,544,586
- Net assets (EOY)
- $675,985,921
- Employer contributions
- $30,000,000
- Participant contributions
- $12,522,850
- Total income / additions
- $119,400,448
- Benefits paid
- $33,633,568
- Administrative expenses
- $4,111,253
- Total expenses
- $37,744,821
- Net increase / (decrease)
- $81,655,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments Trust Company | TRUST | $2,246,670 | $121,794 |