2023 Form 5500 filing — Upper Chesapeake Health 403(B) 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 20241015091302NAL0029099441001) for Upper Chesapeake Health 403(B) Savings Plan, reported by University Of Maryland Upper Chesapeake Health System, Inc. under EIN 52-1398513 and plan number 002. It reports 4,345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091302NAL0029099441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Maryland Upper Chesapeake Health System, Inc.
- EIN
- 52-1398513
- Plan number
- 002
- Location
- Bel Air, MD
- Participants
- 4,345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $275,088,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $275,088,921
- Employer contributions
- $3,716,481
- Participant contributions
- $11,731,919
- Total income / additions
- $54,920,133
- Benefits paid
- $21,403,555
- Administrative expenses
- $716,263
- Total expenses
- $22,269,203
- Net increase / (decrease)
- $32,650,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $535,944 | $0 |
| One Digital Topco LLC Dba Resources | INVESTMENT ADVISOR | $88,482 | not reported in the loaded dataset |
| Fiduciary Plan Consultants LLC High | INVESTMENT ADVISOR | $87,250 | not reported in the loaded dataset |
| Brighthouse Life Insurance Company | RECORDKEEPER | $4,587 | not reported in the loaded dataset |