Eisenhower Medical Center 403(B) Retirement Plan — Form 5500 plan (Eisenhower Medical Center)

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, Eisenhower Medical Center 403(B) Retirement Plan is a benefit plan reported by Eisenhower Medical Center under EIN 95-6130458 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,282 participants and $384,153,092 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eisenhower Medical Center
EIN
95-6130458
Plan number
002
Plan type
2
Location
Rancho Mirage, CA
Latest filing year
2023
Participants
5,282
End-of-year plan assets
$384,153,092

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,282H, C20241211123805NAL0008322115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$384,153,092
Total liabilities (EOY)
$0
Net assets (EOY)
$384,153,092
Net assets (BOY)
$331,343,511

Income & contributions

Employer contributions
$11,882,909
Participant contributions
$25,059,115
Total contributions
$39,596,972
Total income / additions
$83,337,040

Expenses & distributions

Benefits paid
$29,834,771
Administrative expenses
$445,547
Total expenses
$30,527,459
Net increase / (decrease)
$52,809,581

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$436,115$02023
Variable Annuity Life Insurance Co.SERVICE PROVIDER$9,817not reported in the loaded dataset2023

Related Form 5500 pages