Memorialcare Medical Group Savings And Retirement Plan — Form 5500 plan (Memorialcare Medical Group)
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 Medical Group Savings And Retirement Plan is a benefit plan reported by Memorialcare Medical Group under EIN 95-2653450 and plan number 002. The latest loaded filing year is 2023. The filing reports 421 participants and $138,517,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Memorialcare Medical Group
- EIN
- 95-2653450
- Plan number
- 002
- Plan type
- 2
- Location
- Fountain Valley, CA
- Latest filing year
- 2023
- Participants
- 421
- End-of-year plan assets
- $138,517,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 421 | H, C | 20240927101304NAL0001124915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,517,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,517,100
- Net assets (BOY)
- $117,774,005
Income & contributions
- Employer contributions
- $3,376,942
- Participant contributions
- $6,519,189
- Total contributions
- $10,051,085
- Total income / additions
- $33,029,809
Expenses & distributions
- Benefits paid
- $12,117,080
- Administrative expenses
- $167,373
- Total expenses
- $12,286,714
- Net increase / (decrease)
- $20,743,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crane Advisory LLC Dba Crane & Asso | INVESTMENT ADVISOR | $110,873 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $56,500 | $0 | 2023 |