H. Lee Moffitt Cancer Center And Research — Form 5500 plan (H. Lee Moffitt Cancer Center And Research Institute)

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, H. Lee Moffitt Cancer Center And Research is a benefit plan reported by H. Lee Moffitt Cancer Center And Research Institute under EIN 59-2451713 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,062 participants and $688,024,704 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H. Lee Moffitt Cancer Center And Research Institute
EIN
59-2451713
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
10,062
End-of-year plan assets
$688,024,704

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,062H, C20240930120245NAL0003219571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$688,024,704
Total liabilities (EOY)
$0
Net assets (EOY)
$688,024,704
Net assets (BOY)
$558,304,924

Income & contributions

Participant contributions
$62,998,854
Total contributions
$70,627,083
Total income / additions
$167,410,821

Expenses & distributions

Benefits paid
$37,253,268
Administrative expenses
$394,394
Total expenses
$37,691,041
Net increase / (decrease)
$129,719,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$376,744$02023
Milliman IncNONE$11,000not reported in the loaded dataset2023

Related Form 5500 pages