Sinai Health System Union Retirement Plan — Form 5500 plan (Sinai 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, Sinai Health System Union Retirement Plan is a benefit plan reported by Sinai Health System under EIN 36-3166895 and plan number 003. The latest loaded filing year is 2023. The filing reports 594 participants and $733,446 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sinai Health System
EIN
36-3166895
Plan number
003
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
594
End-of-year plan assets
$733,446

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023594H, C20250127154323NAL0013160913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$733,446
Total liabilities (EOY)
$0
Net assets (EOY)
$733,446
Net assets (BOY)
$667,527

Income & contributions

Employer contributions
$97,780
Participant contributions
$0
Total contributions
$97,780
Total income / additions
$180,162

Expenses & distributions

Benefits paid
$98,307
Administrative expenses
$15,936
Total expenses
$114,243
Net increase / (decrease)
$65,919

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Metlife Life Insurance CompanyRECORDKEEPER$15,111$02023
Ubs Financial Services IncINVESTMENT ADVISOR$825not reported in the loaded dataset2023

Related Form 5500 pages