Medstar Ambulance Retirement Savings Plan & Trust — Form 5500 plan (Medstar, 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, Medstar Ambulance Retirement Savings Plan & Trust is a benefit plan reported by Medstar, Inc. under EIN 38-2666933 and plan number 002. The latest loaded filing year is 2023. The filing reports 461 participants and $9,925,788 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medstar, Inc.
EIN
38-2666933
Plan number
002
Plan type
2
Location
Clinton Township, MI
Latest filing year
2023
Participants
461
End-of-year plan assets
$9,925,788

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023461H, C20250916150629NAL0003205376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,925,788
Total liabilities (EOY)
$0
Net assets (EOY)
$9,925,788
Net assets (BOY)
$7,987,719

Income & contributions

Employer contributions
$341,361
Participant contributions
$1,009,476
Total contributions
$1,425,829
Total income / additions
$2,719,921

Expenses & distributions

Benefits paid
$747,632
Administrative expenses
$36,095
Total expenses
$781,852
Net increase / (decrease)
$1,938,069

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$29,797not reported in the loaded dataset2023
Empower Annuity Insurance CoRECORD KEEPER$6,298$02023

Related Form 5500 pages