John Muir Health 403b Plan — Form 5500 plan (John Muir Health)

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, John Muir Health 403b Plan is a benefit plan reported by John Muir Health under EIN 94-1461843 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,525 participants and $1,237,367,116 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Muir Health
EIN
94-1461843
Plan number
002
Plan type
2
Location
Walnut Creek, CA
Latest filing year
2023
Participants
7,525
End-of-year plan assets
$1,237,367,116

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,525H, C20241015185316NAL0029428513005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,237,367,116
Net assets (EOY)
$1,237,367,116
Net assets (BOY)
$1,050,759,092

Income & contributions

Employer contributions
$65,507,872
Participant contributions
$13,687,709
Total contributions
$87,612,118
Total income / additions
$271,999,720

Expenses & distributions

Benefits paid
$84,088,842
Administrative expenses
$904,457
Total expenses
$85,391,696
Net increase / (decrease)
$186,608,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$366,820$02023
Fidelity Investments Inst OpsN/A$359,343$302023
Willis Towers Watson Us LLCN/A$177,754not reported in the loaded dataset2023

Related Form 5500 pages