Elmhurst Memorial Hospital Retirement Plan — Form 5500 plan (Elmhurst Memorial Hospital)
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, Elmhurst Memorial Hospital Retirement Plan is a benefit plan reported by Elmhurst Memorial Hospital under EIN 36-2167784 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,086 participants and $204,390,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elmhurst Memorial Hospital
- EIN
- 36-2167784
- Plan number
- 003
- Plan type
- 2
- Location
- Evanston, IL
- Latest filing year
- 2023
- Participants
- 3,086
- End-of-year plan assets
- $204,390,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,086 | H, C | 20240930183613NAL0003467075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,390,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,390,469
- Net assets (BOY)
- $191,581,229
Income & contributions
- Employer contributions
- $24,160,000
- Total contributions
- $24,160,000
- Total income / additions
- $25,549,503
Expenses & distributions
- Benefits paid
- $11,203,000
- Administrative expenses
- $1,537,263
- Total expenses
- $12,740,263
- Net increase / (decrease)
- $12,809,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARIAL | $265,951 | not reported in the loaded dataset | 2023 |
| Sei Investment | INVEST ADVISORY | $258,787 | not reported in the loaded dataset | 2023 |
| Reams Asset Management | INV. ADVISORY | $253,691 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus, Llp | CONTRACT | $19,672 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $18,132 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | CONTRACT | $16,250 | not reported in the loaded dataset | 2023 |
| Merganser Capital Management | INVEST ADVISORY | $14,978 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | CONTRACT | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elmhurst Memorial Hospital
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Evanston, IL
- Mercer — Schedule C compensation
- Sei Investment — Schedule C compensation
- Reams Asset Management — Schedule C compensation
- Mitchell & Titus, Llp — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Merganser Capital Management — Schedule C compensation
- Wipfli Llp — Schedule C compensation