Mercy Health Corporation Employees Retirement Plan — Form 5500 plan (Mercy Health Corporation)
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, Mercy Health Corporation Employees Retirement Plan is a benefit plan reported by Mercy Health Corporation under EIN 47-2158680 and plan number 003. The latest loaded filing year is 2023. The filing reports 12,071 participants and $736,575,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercy Health Corporation
- EIN
- 47-2158680
- Plan number
- 003
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 12,071
- End-of-year plan assets
- $736,575,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,071 | H, C | 20241015172346NAL0050664640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $736,575,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $736,575,998
- Net assets (BOY)
- $707,059,663
Income & contributions
- Employer contributions
- $20,027,323
- Participant contributions
- $33,660,997
- Total contributions
- $61,625,936
- Total income / additions
- $178,880,149
Expenses & distributions
- Benefits paid
- $148,839,018
- Administrative expenses
- $524,796
- Total expenses
- $149,363,814
- Net increase / (decrease)
- $29,516,335
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $495,632 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $28,424 | not reported in the loaded dataset | 2023 |
| Brent R Rohlik Dba Rohlik Financial | NONE | $11,866 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $8,378 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mercy Health Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Brent R Rohlik Dba Rohlik Financial — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation