Overlake Hospital Medical Center 403(B)Retirement Plan — Form 5500 plan (Overlake Hospital Medical Center)
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, Overlake Hospital Medical Center 403(B)Retirement Plan is a benefit plan reported by Overlake Hospital Medical Center under EIN 91-0652651 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,780 participants and $547,732,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Overlake Hospital Medical Center
- EIN
- 91-0652651
- Plan number
- 002
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 4,780
- End-of-year plan assets
- $547,732,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,780 | H, C | 20241014115727NAL0045866224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $547,732,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $547,732,449
- Net assets (BOY)
- $434,597,438
Income & contributions
- Employer contributions
- $17,406,959
- Participant contributions
- $33,036,269
- Total contributions
- $54,467,050
- Total income / additions
- $140,843,496
Expenses & distributions
- Benefits paid
- $27,450,043
- Administrative expenses
- $242,962
- Total expenses
- $27,708,485
- Net increase / (decrease)
- $113,135,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $179,387 | $0 | 2023 |
| Lucid Advisors, Inc. | INVEST ADVISOR | $26,775 | not reported in the loaded dataset | 2023 |
| Eisenhower & Carlson | LEGAL | $23,416 | not reported in the loaded dataset | 2023 |
| Clark Nuber | AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Overlake Hospital Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Fidelity Investments Institutional — Schedule C compensation
- Lucid Advisors, Inc. — Schedule C compensation
- Eisenhower & Carlson — Schedule C compensation
- Clark Nuber — Schedule C compensation