2023 Form 5500 filing — Sinai Health System 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 20250127141149NAL0007730595001) for Sinai Health System Retirement Plan, reported by Sinai Health System under EIN 36-3166895 and plan number 002. It reports 4,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127141149NAL0007730595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sinai Health System
- EIN
- 36-3166895
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 4,058
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,674,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,674,206
- Employer contributions
- $2,033,020
- Participant contributions
- $0
- Total income / additions
- $6,905,237
- Benefits paid
- $2,101,693
- Administrative expenses
- $189,234
- Total expenses
- $2,290,927
- Net increase / (decrease)
- $4,614,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $156,270 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $37,152 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $753 | $0 |