Plan5500

Martin Memorial Health Systems, Inc. 403(B) Retirement Savings Plan — Form 5500 plan (Martin Memorial Health Systems, 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, Martin Memorial Health Systems, Inc. 403(B) Retirement Savings Plan is a benefit plan reported by Martin Memorial Health Systems, Inc. under EIN 59-2307522 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,648 participants and $206,697,154 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Martin Memorial Health Systems, Inc.
EIN
59-2307522
Plan number
002
Plan type
2
Location
Stuart, FL
Latest filing year
2023
Participants
5,648
End-of-year plan assets
$206,697,154

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,648H, C20241007144032NAL0026436928001
20235,191H, C20241007134541NAL0008930883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$206,697,154

Income & contributions

Participant contributions
$3,386
Total contributions
$3,386
Total income / additions
-$3,130,890

Expenses & distributions

Benefits paid
$0
Administrative expenses
$34,853
Total expenses
$34,853
Net increase / (decrease)
-$3,165,743

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$120,998$02023
Fidelity Investments InstitutionalRECORDKEEPER$34,623$02023
Cbiz Cpas P.C.AUDIT$10,431not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISORS$6,791not reported in the loaded dataset2023

Related Form 5500 pages