Musc Health Partners 401(K) Plan — Form 5500 plan (Musc Health Partners)
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, Musc Health Partners 401(K) Plan is a benefit plan reported by Musc Health Partners under EIN 81-3987037 and plan number 001. The latest loaded filing year is 2023. The filing reports 857 participants and $45,520,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Musc Health Partners
- EIN
- 81-3987037
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 857
- End-of-year plan assets
- $45,520,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 857 | H, C | 20250415141841NAL0003425473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,520,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,520,570
- Net assets (BOY)
- $40,009,347
Income & contributions
- Employer contributions
- $1,501,633
- Participant contributions
- $1,023,710
- Total contributions
- $2,543,084
- Total income / additions
- $8,864,059
Expenses & distributions
- Benefits paid
- $3,292,151
- Administrative expenses
- $60,685
- Total expenses
- $3,352,836
- Net increase / (decrease)
- $5,511,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $42,669 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $12,943 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $5,073 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |