Luminis Health Retirement Plan — Form 5500 plan (Luminis Health Anne Arundel Medical Center, 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, Luminis Health Retirement Plan is a benefit plan reported by Luminis Health Anne Arundel Medical Center, Inc. under EIN 52-1169362 and plan number 003. The latest loaded filing year is 2023. The filing reports 9,570 participants and $413,901,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Luminis Health Anne Arundel Medical Center, Inc.
- EIN
- 52-1169362
- Plan number
- 003
- Plan type
- 2
- Location
- Annapolis, MD
- Latest filing year
- 2023
- Participants
- 9,570
- End-of-year plan assets
- $413,901,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,570 | H, C | 20241010150211NAL0020383985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $413,901,565
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $413,901,565
- Net assets (BOY)
- $355,659,667
Income & contributions
- Employer contributions
- $2,824
- Participant contributions
- $38,001,278
- Total contributions
- $43,460,696
- Total income / additions
- $97,756,951
Expenses & distributions
- Benefits paid
- $38,848,164
- Administrative expenses
- $380,680
- Total expenses
- $39,515,053
- Net increase / (decrease)
- $58,241,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $199,834 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $124,371 | $0 | 2023 |
| Schiavi Wallace & Rowe, P.C. | AUDITOR | $35,525 | not reported in the loaded dataset | 2023 |
| Sc&H Attest Services, P.C. | AUDITOR | $20,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Luminis Health Anne Arundel Medical Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Annapolis, MD
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Schiavi Wallace & Rowe, P.C. — Schedule C compensation
- Sc&H Attest Services, P.C. — Schedule C compensation