Plan5500

Morehouse School Of Medicine 403(B) Plan — Form 5500 plan (Morehouse School Of Medicine)

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, Morehouse School Of Medicine 403(B) Plan is a benefit plan reported by Morehouse School Of Medicine under EIN 58-1438873 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,462 participants and $231,091,463 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morehouse School Of Medicine
EIN
58-1438873
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
1,462
End-of-year plan assets
$231,091,463

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,462H, C20241002144340NAL0008965073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$231,091,463
Total liabilities (EOY)
$91,100
Net assets (EOY)
$231,000,363
Net assets (BOY)
$196,843,240

Income & contributions

Employer contributions
$5,855,427
Participant contributions
$7,658,550
Total contributions
$14,405,982
Total income / additions
$44,075,455

Expenses & distributions

Benefits paid
$9,832,720
Administrative expenses
$11,179
Total expenses
$9,918,332
Net increase / (decrease)
$34,157,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwidenot reported in the loaded dataset$224,348not reported in the loaded dataset2023
Alliant Insurance Services, Inc.not reported in the loaded dataset$19,095not reported in the loaded dataset2023

Related Form 5500 pages