Montefiore Medical Center 403(B) 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 403(B) Plan is a benefit plan reported by Montefiore Medical Center under EIN 13-1740114 and plan number 008. The latest loaded filing year is 2023. The filing reports 25,593 participants and $3,856,487,753 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
- 008
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 25,593
- End-of-year plan assets
- $3,856,487,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25,593 | H, C | 20241010092221NAL0011329395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,856,487,753
- Total liabilities (EOY)
- $341,824
- Net assets (EOY)
- $3,856,145,929
- Net assets (BOY)
- $3,285,911,024
Income & contributions
- Employer contributions
- $60,713,681
- Participant contributions
- $186,231,987
- Total contributions
- $259,425,895
- Total income / additions
- $833,403,347
Expenses & distributions
- Benefits paid
- $262,592,823
- Administrative expenses
- $104,574
- Total expenses
- $263,168,442
- Net increase / (decrease)
- $570,234,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metropolitan Life Insurance | OTHER | $1,964,412 | not reported in the loaded dataset | 2023 |
| Aon Investment Usa Inc | INVEST ADVISORY | $84,375 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | LEGAL | $65,249 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops | RECORDKEEPER | $0 | $0 | 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 Bronx, NY
- Metropolitan Life Insurance — Schedule C compensation
- Aon Investment Usa Inc — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Fid Inv Inst Ops — Schedule C compensation