2023 Form 5500 filing — Methodist Medical Center Of Oak Ridge Salary Deferral Plan For Union Employees
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 20241015131555NAL0028540849001) for Methodist Medical Center Of Oak Ridge Salary Deferral Plan For Union Employees, reported by Methodist Medical Center Of Oak Ridge under EIN 62-0636239 and plan number 002. It reports 969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131555NAL0028540849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Methodist Medical Center Of Oak Ridge
- EIN
- 62-0636239
- Plan number
- 002
- Location
- Oak Ridge, TN
- Participants
- 969
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,930,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,930,254
- Employer contributions
- $671,249
- Participant contributions
- $1,674,554
- Total income / additions
- $10,634,767
- Benefits paid
- $4,264,608
- Administrative expenses
- $34,882
- Total expenses
- $4,299,490
- Net increase / (decrease)
- $6,335,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,180 | $0 |
| Pya, P.C. | ACCOUNTANT/AUDITOR | $10,702 | not reported in the loaded dataset |