Methodist Health System 401(K) Plan — Form 5500 plan (Nebraska Methodist 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, Methodist Health System 401(K) Plan is a benefit plan reported by Nebraska Methodist Health System under EIN 47-0639839 and plan number 004. The latest loaded filing year is 2023. The filing reports 8,460 participants and $590,089,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nebraska Methodist Health System
- EIN
- 47-0639839
- Plan number
- 004
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 8,460
- End-of-year plan assets
- $590,089,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,460 | H, C | 20241009115920NAL0010580947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $590,089,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $590,089,931
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $23,610,067
- Participant contributions
- $20,567,947
- Total contributions
- $542,471,741
- Total income / additions
- $578,403,574
Expenses & distributions
- Benefits paid
- $18,674,802
- Administrative expenses
- $124,643
- Total expenses
- $18,799,445
- Net increase / (decrease)
- $559,604,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $67,293 | $0 | 2023 |
| Willis Towers Watson Us LLC | CONSULTANT | $43,800 | not reported in the loaded dataset | 2023 |
| Lutz & Company, Pc | AUDITOR/ACCOUNTANT | $9,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nebraska Methodist Health System
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Fidelity Investments Institutional — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Lutz & Company, Pc — Schedule C compensation