Genesis Employer Contribution Plan — Form 5500 plan (Genesis 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, Genesis Employer Contribution Plan is a benefit plan reported by Genesis Health System under EIN 42-1418847 and plan number 011. The latest loaded filing year is 2023. The filing reports 6,074 participants and $140,369,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Genesis Health System
- EIN
- 42-1418847
- Plan number
- 011
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
- Participants
- 6,074
- End-of-year plan assets
- $140,369,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,074 | H, C | 20240927121108NAL0002065569002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,369,155
- Net assets (EOY)
- $140,369,155
- Net assets (BOY)
- $124,334,628
Income & contributions
- Employer contributions
- $3,932,545
- Participant contributions
- $451,883
- Total contributions
- $4,384,428
- Total income / additions
- $27,206,191
Expenses & distributions
- Benefits paid
- $11,131,522
- Administrative expenses
- $33,762
- Total expenses
- $11,171,664
- Net increase / (decrease)
- $16,034,527
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $35,591 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $180 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Genesis Health System
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Davenport, IA
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation