2023 Form 5500 filing — Medstar Health Inc. And Affiliates Retirement Master Trust
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 20241011012901NAL0021127265001) for Medstar Health Inc. And Affiliates Retirement Master Trust, reported by Medstar Health, Inc. under EIN 52-2087445 and plan number 099. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011012901NAL0021127265001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Medstar Health, Inc.
- EIN
- 52-2087445
- Plan number
- 099
- Location
- Columbia, MD
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,224,737,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,224,737,399
- Total income / additions
- $161,773,316
- Benefits paid
- $0
- Administrative expenses
- $2,811,869
- Total expenses
- $2,811,869
- Net increase / (decrease)
- $158,961,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon-London | NONE | $578,813 | not reported in the loaded dataset |
| Schroder Investment Mgmt N.A. | NONE | $417,359 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $215,815 | not reported in the loaded dataset |
| Hotchkis And Wiley Capital Mgmt | NONE | $215,092 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $170,977 | not reported in the loaded dataset |
| Cambridge Associates LLC | NONE | $162,500 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $141,200 | not reported in the loaded dataset |
| Dsm Capital Partners, LLC | NONE | $129,584 | not reported in the loaded dataset |
| Axiom International Investors LLC | NONE | $123,609 | not reported in the loaded dataset |
| Columbia Mgmt Investment Advisor | NONE | $122,359 | not reported in the loaded dataset |
| Robert W. Baird And Company | NONE | $104,143 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $102,578 | not reported in the loaded dataset |
| Income Research & Mgmt, Inc. | NONE | $78,426 | not reported in the loaded dataset |
| Burgundy Asset Management | NONE | $54,365 | not reported in the loaded dataset |
| Cardinal Capital Mgmt, LLC | NONE | $52,537 | not reported in the loaded dataset |
| Bloomberg Finance L.P. | NONE | $15,900 | not reported in the loaded dataset |