2023 Form 5500 filing — Multicare Health System Retirement Account 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 20241014115316NAL0053387826001) for Multicare Health System Retirement Account Plan, reported by Multicare Health System under EIN 91-1352172 and plan number 002. It reports 13,825 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115316NAL0053387826001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Multicare Health System
- EIN
- 91-1352172
- Plan number
- 002
- Location
- Tacoma, WA
- Participants
- 13,825
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $478,440,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $478,440,322
- Employer contributions
- $54,221,006
- Participant contributions
- $0
- Total income / additions
- $115,460,548
- Benefits paid
- $21,899,628
- Administrative expenses
- $328,386
- Total expenses
- $22,228,014
- Net increase / (decrease)
- $93,232,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $327,486 | $0 |
| Cambridge Investment Research | NONE | $2,412 | not reported in the loaded dataset |
| Hohimer Wealth Management LLC | NONE | $1,769 | not reported in the loaded dataset |
| Absolute Capital Management LLC | NONE | $1,628 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $900 | not reported in the loaded dataset |
| Vestia Advisors LLC | NONE | $449 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $315 | $0 |
| Driven Investments LLC | NONE | $20 | not reported in the loaded dataset |