Memorialcare Retirement Plan — Form 5500 plan (Memorial Health Services)

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, Memorialcare Retirement Plan is a benefit plan reported by Memorial Health Services under EIN 95-1643381 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,408 participants and $1,327,260,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Memorial Health Services
EIN
95-1643381
Plan number
001
Plan type
2
Location
Fountain Valley, CA
Latest filing year
2023
Participants
7,408
End-of-year plan assets
$1,327,260,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,408H, C20240730105309NAL0011745619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,327,260,000
Total liabilities (EOY)
$0
Net assets (EOY)
$1,327,260,000
Net assets (BOY)
$1,163,824,000

Income & contributions

Employer contributions
$34,571,000
Participant contributions
$23,626,000
Total contributions
$58,197,000
Total income / additions
$249,702,000

Expenses & distributions

Benefits paid
$85,190,000
Administrative expenses
$1,076,000
Total expenses
$86,266,000
Net increase / (decrease)
$163,436,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$666,462not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$408,920$02023

Related Form 5500 pages