The Methodist Hospitals, Inc. 401(K) Savings Plan — Form 5500 plan (The Methodist Hospitals, Inc.)

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, The Methodist Hospitals, Inc. 401(K) Savings Plan is a benefit plan reported by The Methodist Hospitals, Inc. under EIN 35-0868133 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,373 participants and $167,064,185 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Methodist Hospitals, Inc.
EIN
35-0868133
Plan number
002
Plan type
2
Location
Gary, IN
Latest filing year
2023
Participants
3,373
End-of-year plan assets
$167,064,185

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,373H, C20241010072335NAL0033511280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$167,064,185
Total liabilities (EOY)
$0
Net assets (EOY)
$167,064,185
Net assets (BOY)
$141,471,144

Income & contributions

Employer contributions
$2,890,982
Participant contributions
$7,463,676
Total contributions
$11,050,902
Total income / additions
$35,592,612

Expenses & distributions

Benefits paid
$9,781,378
Administrative expenses
$218,132
Total expenses
$9,999,571
Net increase / (decrease)
$25,593,041

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityNONE KNOWN$218,132$02023
Captrust Financial AdvisorsNONE KNOWN$0$120,0002023
Paul A FrancoNONE KNOWN$0$6,1022023

Related Form 5500 pages