Bethesda Retirement Plan — Form 5500 plan (Bethesda Hospital, 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, Bethesda Retirement Plan is a benefit plan reported by Bethesda Hospital, Inc. under EIN 59-2447554 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,405 participants and $171,556,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bethesda Hospital, Inc.
- EIN
- 59-2447554
- Plan number
- 001
- Plan type
- 2
- Location
- Boynton Beach, FL
- Latest filing year
- 2023
- Participants
- 1,405
- End-of-year plan assets
- $171,556,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,405 | H, C | 20250708101006NAL0003829521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,556,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $171,556,912
- Net assets (BOY)
- $155,956,836
Income & contributions
- Employer contributions
- $1,092,978
- Total contributions
- $1,092,978
- Total income / additions
- $28,565,895
Expenses & distributions
- Benefits paid
- $11,349,678
- Administrative expenses
- $1,616,141
- Total expenses
- $12,965,819
- Net increase / (decrease)
- $15,600,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc. | NONE | $353,036 | $0 | 2023 |
| Columbia Management | NONE | $153,090 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $149,024 | $0 | 2023 |
| Mfs Research International | NONE | $13,628 | not reported in the loaded dataset | 2023 |
| Martin Currie Global | NONE | $13,506 | not reported in the loaded dataset | 2023 |
| Earnest Partners | NONE | $8,429 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $8,157 | not reported in the loaded dataset | 2023 |
| Mfs Lcv | NONE | $7,984 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $7,581 | $0 | 2023 |
| Aristotle | NONE | $7,578 | not reported in the loaded dataset | 2023 |
| Tcw Lcg | NONE | $7,158 | not reported in the loaded dataset | 2023 |
| Allspring | NONE | $6,555 | not reported in the loaded dataset | 2023 |
| Peregrine Scg | NONE | $6,272 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bethesda Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boynton Beach, FL
- Aon Consulting Inc. — Schedule C compensation
- Columbia Management — Schedule C compensation
- Bank Of America — Schedule C compensation
- Mfs Research International — Schedule C compensation
- Martin Currie Global — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Mfs Lcv — Schedule C compensation
- Blackrock — Schedule C compensation
- Aristotle — Schedule C compensation
- Tcw Lcg — Schedule C compensation
- Allspring — Schedule C compensation
- Peregrine Scg — Schedule C compensation