2023 Form 5500 filing — John Muir Health 403b 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 20241015185316NAL0029428513005) for John Muir Health 403b Plan, reported by John Muir Health under EIN 94-1461843 and plan number 002. It reports 7,525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185316NAL0029428513005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Muir Health
- EIN
- 94-1461843
- Plan number
- 002
- Location
- Walnut Creek, CA
- Participants
- 7,525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,237,367,116
- Net assets (EOY)
- $1,237,367,116
- Employer contributions
- $65,507,872
- Participant contributions
- $13,687,709
- Total income / additions
- $271,999,720
- Benefits paid
- $84,088,842
- Administrative expenses
- $904,457
- Total expenses
- $85,391,696
- Net increase / (decrease)
- $186,608,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $366,820 | $0 |
| Fidelity Investments Inst Ops | N/A | $359,343 | $30 |
| Willis Towers Watson Us LLC | N/A | $177,754 | not reported in the loaded dataset |