2023 Form 5500 filing — Fresenius Medical Care North America 401 (K) 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 20241012072518NAL0046327826001) for Fresenius Medical Care North America 401 (K) Savings Plan, reported by National Medical Care, Inc. under EIN 04-2835488 and plan number 002. It reports 71,761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012072518NAL0046327826001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Medical Care, Inc.
- EIN
- 04-2835488
- Plan number
- 002
- Location
- Waltham, MA
- Participants
- 71,761
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,968,554,496
- Total liabilities (EOY)
- $1,596,707
- Net assets (EOY)
- $3,966,957,789
- Employer contributions
- $77,533,483
- Participant contributions
- $258,670,825
- Total income / additions
- $860,524,740
- Benefits paid
- $416,682,795
- Administrative expenses
- $2,573,569
- Total expenses
- $420,752,064
- Net increase / (decrease)
- $439,772,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,763,739 | $0 |
| Withumsmith+Brown, Pc | ACCOUNTANT | $110,500 | not reported in the loaded dataset |
| New England Retirement Consultants | CONSULTANT | $102,908 | not reported in the loaded dataset |
| Teal Becker & Chiaramonte | ACCOUNTANT | $11,700 | not reported in the loaded dataset |