2023 Form 5500 filing — Retirement Plan For Employees Of Multicare Health System
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 20241015103753NAL0048872368001) for Retirement Plan For Employees Of Multicare Health System, reported by Multicare Health System under EIN 91-1352172 and plan number 001. It reports 3,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103753NAL0048872368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Multicare Health System
- EIN
- 91-1352172
- Plan number
- 001
- Location
- Tacoma, WA
- Participants
- 3,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $559,560,415
- Total liabilities (EOY)
- $54,393,790
- Net assets (EOY)
- $505,166,625
- Total income / additions
- $48,480,309
- Benefits paid
- $32,491,707
- Administrative expenses
- $1,651,739
- Total expenses
- $34,143,446
- Net increase / (decrease)
- $14,336,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors | NONE | $316,573 | $0 |
| Legal & General Investment Manageme | NONE | $281,635 | not reported in the loaded dataset |
| Pimco Investment Management Co | NONE | $279,578 | $0 |
| Milliman, Inc. | NONE | $278,603 | not reported in the loaded dataset |
| Principal Financial Group Inc | NONE | $104,517 | not reported in the loaded dataset |
| Capital International Inc | NONE | $76,769 | not reported in the loaded dataset |