2023 Form 5500 filing — Medstar Health, Inc. Cash Balance 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 20241011012910NAL0021979297001) for Medstar Health, Inc. Cash Balance Retirement Plan, reported by Medstar Health, Inc. under EIN 52-2087445 and plan number 002. It reports 6,299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011012910NAL0021979297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medstar Health, Inc.
- EIN
- 52-2087445
- Plan number
- 002
- Location
- Columbia, MD
- Participants
- 6,299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $680,051,654
- Total liabilities (EOY)
- $62,796
- Net assets (EOY)
- $679,988,858
- Employer contributions
- $7,500,000
- Total income / additions
- $93,578,672
- Benefits paid
- $48,779,534
- Administrative expenses
- $5,300,531
- Total expenses
- $54,080,065
- Net increase / (decrease)
- $39,498,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inst. Operations Co. | NONE | $363,894 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $224,985 | not reported in the loaded dataset |