Albert Einstein Healthcare Network Retirement Savings Plan — Form 5500 plan (Albert Einstein Healthcare Network)

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, Albert Einstein Healthcare Network Retirement Savings Plan is a benefit plan reported by Albert Einstein Healthcare Network under EIN 23-1396794 and plan number 005. The latest loaded filing year is 2023. The filing reports 11,151 participants and $658,745,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Albert Einstein Healthcare Network
EIN
23-1396794
Plan number
005
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
11,151
End-of-year plan assets
$658,745,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,151H, C20241015185622NAL0030690529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$658,745,041
Net assets (EOY)
$658,745,041
Net assets (BOY)
$554,830,843

Income & contributions

Employer contributions
$1,075,049
Participant contributions
$44,591,887
Total contributions
$46,913,299
Total income / additions
$148,044,142

Expenses & distributions

Benefits paid
$43,945,816
Administrative expenses
$155,854
Total expenses
$44,101,670
Net increase / (decrease)
$103,942,472

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Global Banking OpsCONSULTANT$67,500$02023
Morgan StanleyINVESTMENT ADVISOR$21,250$02023
Fid Inv Instl Ops CoRECORDKEEPER$0$02023

Related Form 5500 pages