Centrastate Healthcare System 403b Retirement Savings Plan — Form 5500 plan (Centrastate Healthcare System)
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, Centrastate Healthcare System 403b Retirement Savings Plan is a benefit plan reported by Centrastate Healthcare System under EIN 22-2482803 and plan number 008. The latest loaded filing year is 2023. The filing reports 2,968 participants and $193,530,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centrastate Healthcare System
- EIN
- 22-2482803
- Plan number
- 008
- Plan type
- 2
- Location
- Freehold, NJ
- Latest filing year
- 2023
- Participants
- 2,968
- End-of-year plan assets
- $193,530,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,968 | H, C | 20241015182507NAL0030624881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,530,373
- Net assets (EOY)
- $193,530,373
- Net assets (BOY)
- $174,180,373
Income & contributions
- Employer contributions
- $1,499,591
- Participant contributions
- $13,285,079
- Total contributions
- $15,443,188
- Total income / additions
- $38,999,791
Expenses & distributions
- Benefits paid
- $19,437,412
- Administrative expenses
- $212,379
- Total expenses
- $19,649,791
- Net increase / (decrease)
- $19,350,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $151,995 | $0 | 2023 |
| Ubs Financial Services, Inc | INVESTMENT ADVISORY | $67,000 | $0 | 2023 |
| Withum Smith+Brown , Pc | ACCOUNTING | $18,200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centrastate Healthcare System
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Freehold, NJ
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services, Inc — Schedule C compensation
- Withum Smith+Brown , Pc — Schedule C compensation