2023 Form 5500 filing — Centrastate Healthcare System 403b 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 20241015182507NAL0030624881001) for Centrastate Healthcare System 403b Retirement Savings Plan, reported by Centrastate Healthcare System under EIN 22-2482803 and plan number 008. It reports 2,968 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182507NAL0030624881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centrastate Healthcare System
- EIN
- 22-2482803
- Plan number
- 008
- Location
- Freehold, NJ
- Participants
- 2,968
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,530,373
- Net assets (EOY)
- $193,530,373
- Employer contributions
- $1,499,591
- Participant contributions
- $13,285,079
- Total income / additions
- $38,999,791
- Benefits paid
- $19,437,412
- Administrative expenses
- $212,379
- Total expenses
- $19,649,791
- Net increase / (decrease)
- $19,350,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $151,995 | $0 |
| Ubs Financial Services, Inc | INVESTMENT ADVISORY | $67,000 | $0 |
| Withum Smith+Brown , Pc | ACCOUNTING | $18,200 | $0 |