Methodist Hospital Of Southern California Retirement Savings Plan — Form 5500 plan (Methodist Hospital Of Southern Ca)
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, Methodist Hospital Of Southern California Retirement Savings Plan is a benefit plan reported by Methodist Hospital Of Southern Ca under EIN 95-1643336 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,392 participants and $186,195,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Methodist Hospital Of Southern Ca
- EIN
- 95-1643336
- Plan number
- 004
- Plan type
- 2
- Location
- Arcadia, CA
- Latest filing year
- 2023
- Participants
- 2,392
- End-of-year plan assets
- $186,195,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,392 | H, C | 20250402133242NAL0014259056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,195,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $186,195,517
- Net assets (BOY)
- $163,204,456
Income & contributions
- Employer contributions
- $2,311,798
- Participant contributions
- $8,178,678
- Total contributions
- $11,204,015
- Total income / additions
- $36,502,251
Expenses & distributions
- Benefits paid
- $13,058,963
- Administrative expenses
- $452,227
- Total expenses
- $13,511,190
- Net increase / (decrease)
- $22,991,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $239,616 | $0 | 2023 |
| Wells Fargo Advisors Fin Net | ADVISORY FIRM | $106,009 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | INVESTMENT MANAGEMENT | $70,907 | not reported in the loaded dataset | 2023 |
| Erisa Smart | ADVISORY FIRM | $35,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Methodist Hospital Of Southern Ca
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Arcadia, CA
- Nationwide — Schedule C compensation
- Wells Fargo Advisors Fin Net — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation
- Erisa Smart — Schedule C compensation