Plan5500

Sheppard Pratt Health System 403(B) Retirement Plan — Form 5500 plan (Sheppard Pratt 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, Sheppard Pratt Health System 403(B) Retirement Plan is a benefit plan reported by Sheppard Pratt Health System under EIN 52-0591684 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,341 participants and $127,840,680 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sheppard Pratt Health System
EIN
52-0591684
Plan number
003
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
2,341
End-of-year plan assets
$127,840,680

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,341H, C20250404082104NAL0006702051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,840,680
Total liabilities (EOY)
$3
Net assets (EOY)
$127,840,677
Net assets (BOY)
$77,392,869

Income & contributions

Employer contributions
$6,004,432
Participant contributions
$12,499,359
Total contributions
$19,938,165
Total income / additions
$34,357,582

Expenses & distributions

Benefits paid
$12,904,391
Administrative expenses
$237,292
Total expenses
$13,177,461
Net increase / (decrease)
$21,180,121

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Instl OpsRECORD KEEPER$231,214$02023
Strategic Advisors IncINV ADVISOR$4,368not reported in the loaded dataset2023

Related Form 5500 pages