Plan5500

Methodist Health System — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Health System (EIN 47-0639839) is a plan sponsor located in Omaha, NE with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-0639839
Location
Omaha, NE
Loaded plans
12
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Methodist Health System

  • 12 loaded plans hold $590.1M in reported assets.
  • The largest, Methodist Health System 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 57,262 reported participants.
  • 2 of 12 plans report full financial statements.
  • 4 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$590.1MSummed across loaded plans$590,089,931
Total reported assets$590.1M$590,089,931
Total reported participants57.3K57,262
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$590.1M total assets
Net assets$590.1MLiabilities$0
Contributions & income
Employer contributions$27.7M
Participant contributions$41.5M
Total income / additions$668.2M
Expenses & distributions
Benefits paid / distributions$689.9M
Total expenses$690.6M
Net increase / (decrease)-$22.4M

Data coverage

Plans with financial statements2 / 12 (17%)
Plans with provider compensation4 / 12 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Methodist Health System 401(K) Plan
Participants per plan4,772Average across loaded plans
Loaded plans12
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Methodist Health System 401(K) Plan$590.1M
    Plan #004 · 8,460 participants · 2023
  2. 2
    Nebraska Methodist Health System Defined Contribution Retirement Plan$0
    Plan #003 · 9,323 participants · 2023
  3. 3
    Business Travel & Accident Ins.not reported in the loaded dataset
    Plan #506 · 6,737 participants · 2023
  4. 4
    Nebraska Methodist Health System, Inc. Employee Life Plannot reported in the loaded dataset
    Plan #502 · 5,870 participants · 2023
  5. 5
    Nebraska Methodist Health System Long Term Disability Plannot reported in the loaded dataset
    Plan #505 · 5,772 participants · 2023
  6. 6
    Nebraska Methodist Health Syst Employee Dental Care Plannot reported in the loaded dataset
    Plan #509 · 5,165 participants · 2023
  7. 7
    Ne Methodist Health System Employee Health Care Plannot reported in the loaded dataset
    Plan #501 · 5,101 participants · 2023
  8. 8
    Ne Methodist Health System Employee Vision Plannot reported in the loaded dataset
    Plan #511 · 4,269 participants · 2023
  9. 9
    Nebraska Methodist Health System, Inc. Supplemental Life Insurance Plannot reported in the loaded dataset
    Plan #504 · 3,406 participants · 2023
  10. 10
    Methodist Health System Voluntary Benefits Plannot reported in the loaded dataset
    Plan #512 · 1,825 participants · 2023
  11. 11
    Nebraska Methodist Health System Medical Expense Reimbursement Plannot reported in the loaded dataset
    Plan #508 · 977 participants · 2023
  12. 12
    The Nebraska Methodist Health System, Inc. Physician Ltd Plannot reported in the loaded dataset
    Plan #507 · 357 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Methodist Health System. Open one for its full reported snapshot.

  1. 2023
    Ne Methodist Health System Employee Vision Plan4,269 participants · 2No schedules
    View filing →
  2. 2023
    Nebraska Methodist Health System Medical Expense Reimbursement Plan977 participants · 2No schedules
    View filing →
  3. 2023
    Methodist Health System Voluntary Benefits Plan1,825 participants · 2No schedules
    View filing →
  4. 2023
    Nebraska Methodist Health System, Inc. Employee Life Plan5,870 participants · 2No schedules
    View filing →
  5. 2023
    Business Travel & Accident Ins.6,737 participants · 2No schedules
    View filing →
  6. 2023
    Nebraska Methodist Health Syst Employee Dental Care Plan5,165 participants · 2Sch C
    View filing →
  7. 2023
    Ne Methodist Health System Employee Health Care Plan5,101 participants · 2Sch C
    View filing →
  8. 2023
    Nebraska Methodist Health System, Inc. Supplemental Life Insurance Plan3,406 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Methodist Health System report on Form 5500?
Methodist Health System (EIN 47-0639839) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Methodist Health System?
The Employer Identification Number (EIN) reported for Methodist Health System is 47-0639839.
What is the latest Form 5500 filing year for Methodist Health System?
The latest loaded Form 5500 filing year for Methodist Health System is 2023.

Related Form 5500 pages