2023 Form 5500 filing — Calverthealth 403 (B) 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 20241014162505NAL0045295392001) for Calverthealth 403 (B) Plan, reported by Calverthealth Medical Center, Inc. under EIN 52-0619000 and plan number 111. It reports 1,980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162505NAL0045295392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calverthealth Medical Center, Inc.
- EIN
- 52-0619000
- Plan number
- 111
- Location
- Prince Frederick, MD
- Participants
- 1,980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,506,166
- Net assets (EOY)
- $105,506,166
- Employer contributions
- $3,074,725
- Participant contributions
- $5,509,025
- Total income / additions
- $23,672,073
- Benefits paid
- $11,433,483
- Administrative expenses
- $106,852
- Total expenses
- $11,540,335
- Net increase / (decrease)
- $12,131,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | not reported in the loaded dataset | $100,459 | not reported in the loaded dataset |