Plan5500

Medstar Health, Inc. Pension Equity Plan — Form 5500 plan (Medstar 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, Medstar Health, Inc. Pension Equity Plan is a benefit plan reported by Medstar Health, Inc. under EIN 52-2087445 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,668 participants and $586,068,046 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medstar Health, Inc.
EIN
52-2087445
Plan number
001
Plan type
2
Location
Columbia, MD
Latest filing year
2023
Participants
10,668
End-of-year plan assets
$586,068,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,668H, C20241011012919NAL0021127633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$586,068,046
Total liabilities (EOY)
$91,499
Net assets (EOY)
$585,976,547
Net assets (BOY)
$543,281,434

Income & contributions

Employer contributions
$7,500,000
Total contributions
$7,500,000
Total income / additions
$81,155,197

Expenses & distributions

Benefits paid
$32,822,834
Administrative expenses
$5,637,250
Total expenses
$38,460,084
Net increase / (decrease)
$42,695,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inst. Operations Co.NONE$514,096not reported in the loaded dataset2023
Willis Towers Watson Us LLCNONE$211,298not reported in the loaded dataset2023

Related Form 5500 pages