Mercy Health Retirement Savings Plan 403b — Form 5500 plan (Bon Secours Mercy Health, 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, Mercy Health Retirement Savings Plan 403b is a benefit plan reported by Bon Secours Mercy Health, Inc. under EIN 52-1301088 and plan number 025. The latest loaded filing year is 2023. The filing reports 1,742 participants and $69,192,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bon Secours Mercy Health, Inc.
- EIN
- 52-1301088
- Plan number
- 025
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $69,192,041
- Net assets (EOY)
- $69,192,041
- Net assets (BOY)
- $64,740,190
Income & contributions
- Total contributions
- $81,241
- Total income / additions
- $10,149,012
Expenses & distributions
- Benefits paid
- $5,663,845
- Administrative expenses
- $33,316
- Total expenses
- $5,697,161
- Net increase / (decrease)
- $4,451,851
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2