2023 Form 5500 filing — Sheppard Pratt Health System 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 20250404082104NAL0006702051001) for Sheppard Pratt Health System 403(B) Retirement Plan, reported by Sheppard Pratt Health System under EIN 52-0591684 and plan number 003. It reports 2,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404082104NAL0006702051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sheppard Pratt Health System
- EIN
- 52-0591684
- Plan number
- 003
- Location
- Baltimore, MD
- Participants
- 2,341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,840,680
- Total liabilities (EOY)
- $3
- Net assets (EOY)
- $127,840,677
- Employer contributions
- $6,004,432
- Participant contributions
- $12,499,359
- Total income / additions
- $34,357,582
- Benefits paid
- $12,904,391
- Administrative expenses
- $237,292
- Total expenses
- $13,177,461
- Net increase / (decrease)
- $21,180,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Instl Ops | RECORD KEEPER | $231,214 | $0 |
| Strategic Advisors Inc | INV ADVISOR | $4,368 | not reported in the loaded dataset |