2023 Form 5500 filing — Eisenhower Medical Center 403(B) 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 20241211123805NAL0008322115001) for Eisenhower Medical Center 403(B) Retirement Plan, reported by Eisenhower Medical Center under EIN 95-6130458 and plan number 002. It reports 5,282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241211123805NAL0008322115001
Filing year
2023
Form type
2
Plan sponsor
Eisenhower Medical Center
EIN
95-6130458
Plan number
002
Location
Rancho Mirage, CA
Participants
5,282
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$384,153,092
Total liabilities (EOY)
$0
Net assets (EOY)
$384,153,092
Employer contributions
$11,882,909
Participant contributions
$25,059,115
Total income / additions
$83,337,040
Benefits paid
$29,834,771
Administrative expenses
$445,547
Total expenses
$30,527,459
Net increase / (decrease)
$52,809,581
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$436,115$0
Variable Annuity Life Insurance Co.SERVICE PROVIDER$9,817not reported in the loaded dataset

Related Form 5500 pages