Fresenius Medical Care North America 401 (K) Savings Plan — Form 5500 plan (National Medical Care, Inc.)
Plain-English plan 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, Fresenius Medical Care North America 401 (K) Savings Plan is a benefit plan reported by National Medical Care, Inc. under EIN 04-2835488 and plan number 002. The latest loaded filing year is 2023. The filing reports 71,761 participants and $3,968,554,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Medical Care, Inc.
- EIN
- 04-2835488
- Plan number
- 002
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 71,761
- End-of-year plan assets
- $3,968,554,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71,761 | H, C | 20241012072518NAL0046327826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,968,554,496
- Total liabilities (EOY)
- $1,596,707
- Net assets (EOY)
- $3,966,957,789
- Net assets (BOY)
- $3,547,184,340
Income & contributions
- Employer contributions
- $77,533,483
- Participant contributions
- $258,670,825
- Total contributions
- $361,624,755
- Total income / additions
- $860,524,740
Expenses & distributions
- Benefits paid
- $416,682,795
- Administrative expenses
- $2,573,569
- Total expenses
- $420,752,064
- Net increase / (decrease)
- $439,772,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,763,739 | $0 | 2023 |
| Withumsmith+Brown, Pc | ACCOUNTANT | $110,500 | not reported in the loaded dataset | 2023 |
| New England Retirement Consultants | CONSULTANT | $102,908 | not reported in the loaded dataset | 2023 |
| Teal Becker & Chiaramonte | ACCOUNTANT | $11,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Medical Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Fidelity Investments Institutional — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- New England Retirement Consultants — Schedule C compensation
- Teal Becker & Chiaramonte — Schedule C compensation