2023 Form 5500 filing — John Muir Health Retirement 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 20241015183740NAL0050913632005) for John Muir Health Retirement Plan, reported by John Muir Health under EIN 94-1461843 and plan number 001. It reports 7,079 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183740NAL0050913632005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Muir Health
- EIN
- 94-1461843
- Plan number
- 001
- Location
- Walnut Creek, CA
- Participants
- 7,079
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $601,828,335
- Total liabilities (EOY)
- $41,250
- Net assets (EOY)
- $601,787,085
- Employer contributions
- $10,300,000
- Total income / additions
- $69,511,192
- Benefits paid
- $47,609,503
- Administrative expenses
- $1,268,530
- Total expenses
- $48,878,033
- Net increase / (decrease)
- $20,633,159
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Company | N/A | $254,062 | not reported in the loaded dataset |
| The London Company | N/A | $203,664 | not reported in the loaded dataset |
| Timessquare Capital Mgmt | N/A | $166,852 | not reported in the loaded dataset |
| Elliott International Ltd | N/A | $159,242 | not reported in the loaded dataset |
| Hs Management Partners, LLC | N/A | $115,012 | not reported in the loaded dataset |
| Dsm Capital Partners, LLC | N/A | $63,941 | not reported in the loaded dataset |
| Aristotle Capital Management | N/A | $57,874 | not reported in the loaded dataset |
| Diamond Hill Capital Management Inc | N/A | $56,888 | not reported in the loaded dataset |
| Brandywine | N/A | $54,398 | not reported in the loaded dataset |