2023 Form 5500 filing — The Mount Sinai Medical Center 403(B) 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 20241014134903NAL0026323857001) for The Mount Sinai Medical Center 403(B) Retirement Plan, reported by The Mount Sinai Medical Center under EIN 13-1624096 and plan number 005. It reports 57,123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134903NAL0026323857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mount Sinai Medical Center
- EIN
- 13-1624096
- Plan number
- 005
- Location
- New York, NY
- Participants
- 57,123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,498,597,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,498,597,037
- Employer contributions
- $134,305,480
- Participant contributions
- $251,354,080
- Total income / additions
- $1,539,814,286
- Benefits paid
- $355,297,143
- Administrative expenses
- $867,652
- Total expenses
- $356,167,074
- Net increase / (decrease)
- $1,183,647,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $525,018 | $0 |
| Wiss And Company, LLC | NONE | $140,000 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $130,910 | $34 |
| Proskauer Rose Llp | NONE | $63,760 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $7,762 | $0 |
| Empower Life & Annuity Insurance | NONE | $0 | $0 |