Upper Chesapeake Health 403(B) Savings Plan — Form 5500 plan (University Of Maryland Upper Chesapeake Health System, 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, Upper Chesapeake Health 403(B) Savings Plan is a benefit plan reported by University Of Maryland Upper Chesapeake Health System, Inc. under EIN 52-1398513 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,345 participants and $275,088,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of Maryland Upper Chesapeake Health System, Inc.
- EIN
- 52-1398513
- Plan number
- 002
- Plan type
- 2
- Location
- Bel Air, MD
- Latest filing year
- 2023
- Participants
- 4,345
- End-of-year plan assets
- $275,088,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,345 | H, C | 20241015091302NAL0029099441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $275,088,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $275,088,921
- Net assets (BOY)
- $242,437,991
Income & contributions
- Employer contributions
- $3,716,481
- Participant contributions
- $11,731,919
- Total contributions
- $19,654,704
- Total income / additions
- $54,920,133
Expenses & distributions
- Benefits paid
- $21,403,555
- Administrative expenses
- $716,263
- Total expenses
- $22,269,203
- Net increase / (decrease)
- $32,650,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $535,944 | $0 | 2023 |
| One Digital Topco LLC Dba Resources | INVESTMENT ADVISOR | $88,482 | not reported in the loaded dataset | 2023 |
| Fiduciary Plan Consultants LLC High | INVESTMENT ADVISOR | $87,250 | not reported in the loaded dataset | 2023 |
| Brighthouse Life Insurance Company | RECORDKEEPER | $4,587 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Of Maryland Upper Chesapeake Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bel Air, MD
- Metlife Life Insurance Company — Schedule C compensation
- One Digital Topco LLC Dba Resources — Schedule C compensation
- Fiduciary Plan Consultants LLC High — Schedule C compensation
- Brighthouse Life Insurance Company — Schedule C compensation