2023 Form 5500 filing — Albert Einstein Healthcare Network 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 20241015185622NAL0030690529001) for Albert Einstein Healthcare Network Retirement Savings Plan, reported by Albert Einstein Healthcare Network under EIN 23-1396794 and plan number 005. It reports 11,151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185622NAL0030690529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Albert Einstein Healthcare Network
- EIN
- 23-1396794
- Plan number
- 005
- Location
- Philadelphia, PA
- Participants
- 11,151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $658,745,041
- Net assets (EOY)
- $658,745,041
- Employer contributions
- $1,075,049
- Participant contributions
- $44,591,887
- Total income / additions
- $148,044,142
- Benefits paid
- $43,945,816
- Administrative expenses
- $155,854
- Total expenses
- $44,101,670
- Net increase / (decrease)
- $103,942,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Ops | CONSULTANT | $67,500 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $21,250 | $0 |
| Fid Inv Instl Ops Co | RECORDKEEPER | $0 | $0 |