2023 Form 5500 filing — Musc Health Partners 401(K) 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 20250415141841NAL0003425473001) for Musc Health Partners 401(K) Plan, reported by Musc Health Partners under EIN 81-3987037 and plan number 001. It reports 857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415141841NAL0003425473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Musc Health Partners
- EIN
- 81-3987037
- Plan number
- 001
- Location
- Charleston, SC
- Participants
- 857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,520,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,520,570
- Employer contributions
- $1,501,633
- Participant contributions
- $1,023,710
- Total income / additions
- $8,864,059
- Benefits paid
- $3,292,151
- Administrative expenses
- $60,685
- Total expenses
- $3,352,836
- Net increase / (decrease)
- $5,511,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $42,669 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $12,943 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $5,073 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |