Multicare Health System Retirement Account Plan — Form 5500 plan (Multicare Health System)
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, Multicare Health System Retirement Account Plan is a benefit plan reported by Multicare Health System under EIN 91-1352172 and plan number 002. The latest loaded filing year is 2023. The filing reports 13,825 participants and $478,440,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Multicare Health System
- EIN
- 91-1352172
- Plan number
- 002
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 13,825
- End-of-year plan assets
- $478,440,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,825 | H, C | 20241014115316NAL0053387826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $478,440,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $478,440,322
- Net assets (BOY)
- $385,207,788
Income & contributions
- Employer contributions
- $54,221,006
- Participant contributions
- $0
- Total contributions
- $54,221,006
- Total income / additions
- $115,460,548
Expenses & distributions
- Benefits paid
- $21,899,628
- Administrative expenses
- $328,386
- Total expenses
- $22,228,014
- Net increase / (decrease)
- $93,232,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $327,486 | $0 | 2023 |
| Cambridge Investment Research | NONE | $2,412 | not reported in the loaded dataset | 2023 |
| Hohimer Wealth Management LLC | NONE | $1,769 | not reported in the loaded dataset | 2023 |
| Absolute Capital Management LLC | NONE | $1,628 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $900 | not reported in the loaded dataset | 2023 |
| Vestia Advisors LLC | NONE | $449 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $315 | $0 | 2023 |
| Driven Investments LLC | NONE | $20 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Multicare Health System
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Empower Annuity Insurance Company — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Hohimer Wealth Management LLC — Schedule C compensation
- Absolute Capital Management LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Vestia Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Driven Investments LLC — Schedule C compensation