Einstein Medical Center Montgomery 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, Einstein Medical Center Montgomery Retirement Savings Plan is a benefit plan reported by Albert Einstein Healthcare Network under EIN 23-1396794 and plan number 006. The latest loaded filing year is 2023. The filing reports 3,293 participants and $107,613,228 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
006
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
3,293
End-of-year plan assets
$107,613,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,293H, C20241015192506NAL0057863810001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,613,228
Net assets (EOY)
$107,613,228
Net assets (BOY)
$88,478,466

Income & contributions

Employer contributions
$1,589,323
Participant contributions
$10,522,450
Total contributions
$12,557,315
Total income / additions
$28,574,471

Expenses & distributions

Benefits paid
$9,412,245
Administrative expenses
$23,564
Total expenses
$9,435,809
Net increase / (decrease)
$19,138,662

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$7,500$02023
Morgan StanleyINVESTMENT ADVISOR$3,750$02023
Fid Inv Instl Ops CoRECORDKEEPER$0$02023

Related Form 5500 pages