Montefiore Medical Center Hsrp Retirement Plan — Form 5500 plan (Montefiore Medical Center)
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, Montefiore Medical Center Hsrp Retirement Plan is a benefit plan reported by Montefiore Medical Center under EIN 13-1740114 and plan number 003. The latest loaded filing year is 2023. The filing reports 351 participants and $5,213,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montefiore Medical Center
- EIN
- 13-1740114
- Plan number
- 003
- Plan type
- 2
- Location
- Tarrytown, NY
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $5,213,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20241015164841NAL0048991648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,213,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,213,918
- Net assets (BOY)
- $17,574,527
Income & contributions
- Employer contributions
- $1,134,000
- Total contributions
- $1,134,000
- Total income / additions
- $2,307,444
Expenses & distributions
- Benefits paid
- $14,113,494
- Administrative expenses
- $554,559
- Total expenses
- $14,668,053
- Net increase / (decrease)
- -$12,360,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Hewitt Investment Co. | INVESTMENT ADVISOR | $185,749 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group Inc | ACTUARY | $175,161 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,020 | not reported in the loaded dataset | 2023 |
| Legal & General Investment | INVESTMENT ADVISOR | $28,256 | not reported in the loaded dataset | 2023 |
| Bny Mellon Asset Servicing | INV. ADVISOR & CUSTODIAN | $21,517 | $0 | 2023 |
| Seyfarth Shaw Llp | LEGAL | $15,931 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co. Llp | AUDITOR | $13,125 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | INVESTMENT ADVISOR | $7,833 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montefiore Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Tarrytown, NY
- Aon Hewitt Investment Co. — Schedule C compensation
- Usi Consulting Group Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Legal & General Investment — Schedule C compensation
- Bny Mellon Asset Servicing — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation