Medstar Health Inc. And Affiliates Retirement Master Trust — 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. And Affiliates Retirement Master Trust is a benefit plan reported by Medstar Health, Inc. under EIN 52-2087445 and plan number 099. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,224,737,399 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
- 099
- Plan type
- 4
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,224,737,399
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241011012901NAL0021127265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,224,737,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,224,737,399
- Net assets (BOY)
- $1,137,675,948
Income & contributions
- Total contributions
- $0
- Total income / additions
- $161,773,316
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,811,869
- Total expenses
- $2,811,869
- Net increase / (decrease)
- $158,961,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marathon-London | NONE | $578,813 | not reported in the loaded dataset | 2023 |
| Schroder Investment Mgmt N.A. | NONE | $417,359 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $215,815 | not reported in the loaded dataset | 2023 |
| Hotchkis And Wiley Capital Mgmt | NONE | $215,092 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $170,977 | not reported in the loaded dataset | 2023 |
| Cambridge Associates LLC | NONE | $162,500 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $141,200 | not reported in the loaded dataset | 2023 |
| Dsm Capital Partners, LLC | NONE | $129,584 | not reported in the loaded dataset | 2023 |
| Axiom International Investors LLC | NONE | $123,609 | not reported in the loaded dataset | 2023 |
| Columbia Mgmt Investment Advisor | NONE | $122,359 | not reported in the loaded dataset | 2023 |
| Robert W. Baird And Company | NONE | $104,143 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $102,578 | not reported in the loaded dataset | 2023 |
| Income Research & Mgmt, Inc. | NONE | $78,426 | not reported in the loaded dataset | 2023 |
| Burgundy Asset Management | NONE | $54,365 | not reported in the loaded dataset | 2023 |
| Cardinal Capital Mgmt, LLC | NONE | $52,537 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance L.P. | NONE | $15,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medstar Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Marathon-London — Schedule C compensation
- Schroder Investment Mgmt N.A. — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Hotchkis And Wiley Capital Mgmt — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Cambridge Associates LLC — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Dsm Capital Partners, LLC — Schedule C compensation
- Axiom International Investors LLC — Schedule C compensation
- Columbia Mgmt Investment Advisor — Schedule C compensation
- Robert W. Baird And Company — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Income Research & Mgmt, Inc. — Schedule C compensation
- Burgundy Asset Management — Schedule C compensation
- Cardinal Capital Mgmt, LLC — Schedule C compensation
- Bloomberg Finance L.P. — Schedule C compensation