2023 Form 5500 filing — Steward Health Care 401(K) Retirement 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 20241015133145NAL0016497619001) for Steward Health Care 401(K) Retirement Savings Plan, reported by Steward Health Care under EIN 27-2473240 and plan number 001. It reports 41,618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133145NAL0016497619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steward Health Care
- EIN
- 27-2473240
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 41,618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,834,765,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,834,765,013
- Employer contributions
- $5,747,982
- Participant contributions
- $115,193,290
- Total income / additions
- $421,563,430
- Benefits paid
- $243,119,881
- Administrative expenses
- $1,283,322
- Total expenses
- $245,908,334
- Net increase / (decrease)
- $175,655,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steward Healthcare System LLC | EMPLOYEE OF EMPLOYER | $185,595 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $152,402 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | CONSULTANT | $87,418 | not reported in the loaded dataset |
| Bdo | ACCOUNTANT/AUDITOR | $39,885 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,657,327 | $0 |