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, Memorial Health System 403(B) Plan is a benefit plan reported by Memorial Health System under EIN 37-1110690 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,346 participants and $127,734,309 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,734,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,734,309
- Net assets (BOY)
- $120,403,571
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $21,102,881
Expenses & distributions
- Benefits paid
- $13,628,303
- Administrative expenses
- $76,276
- Total expenses
- $13,772,143
- Net increase / (decrease)
- $7,330,738