2023 Form 5500 filing — Retirement Income Plan For Employees Of Eisenhower Medical Center

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 20241206165343NAL0010752640001) for Retirement Income Plan For Employees Of Eisenhower Medical Center, reported by Eisenhower Health under EIN 95-6130458 and plan number 003. It reports 1,579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241206165343NAL0010752640001
Filing year
2023
Form type
2
Plan sponsor
Eisenhower Health
EIN
95-6130458
Plan number
003
Location
Rancho Mirage, CA
Participants
1,579
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$127,199,557
Total liabilities (EOY)
$0
Net assets (EOY)
$127,199,557
Employer contributions
$6,500,000
Total income / additions
$19,840,927
Benefits paid
$30,565,156
Administrative expenses
$135,509
Total expenses
$30,700,665
Net increase / (decrease)
-$10,859,738
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Towers Watson Investment ServicesNONE$76,700not reported in the loaded dataset
The Bank Of New York MellonCUSTODIAL$45,230$0

Related Form 5500 pages