Memorial Health Foundation, Inc. Retired Employee Benefit Plan — Form 5500 plan (Atlantic Health 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, Memorial Health Foundation, Inc. Retired Employee Benefit Plan is a benefit plan reported by Atlantic Health System under EIN 22-3380375 and plan number 510. The latest loaded filing year is 2023. The filing reports 570 participants and $87,047,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlantic Health System
- EIN
- 22-3380375
- Plan number
- 510
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $87,047,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20241015003534NAL0028524337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,047,011
- Total liabilities (EOY)
- $10,413,099
- Net assets (EOY)
- $76,633,912
- Net assets (BOY)
- $71,991,587
Income & contributions
- Participant contributions
- $622,377
- Total contributions
- $622,377
- Total income / additions
- $11,705,117
Expenses & distributions
- Benefits paid
- $6,781,223
- Administrative expenses
- $281,569
- Total expenses
- $7,062,792
- Net increase / (decrease)
- $4,642,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Luminare Health Benefits, Inc. | NONE | $169,286 | not reported in the loaded dataset | 2023 |
| Multiplan, Inc | NONE | $27,433 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $20,525 | not reported in the loaded dataset | 2023 |
| Wiss & Company Llp | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Bpas | NONE | $8,875 | not reported in the loaded dataset | 2023 |
| Bpas Actuarial & Pension Services | NONE | $7,750 | not reported in the loaded dataset | 2023 |
| Fiduciary Investment Solutions, Inc | NONE | $6,964 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlantic Health System
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morristown, NJ
- Luminare Health Benefits, Inc. — Schedule C compensation
- Multiplan, Inc — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Wiss & Company Llp — Schedule C compensation
- Bpas — Schedule C compensation
- Bpas Actuarial & Pension Services — Schedule C compensation
- Fiduciary Investment Solutions, Inc — Schedule C compensation