Plan5500

Methodist Home For The Aging — 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 Home For The Aging (EIN 63-0376518) is a plan sponsor located in Birmingham, AL 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
63-0376518
Location
Birmingham, AL
Loaded plans
2
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 Home For The Aging

  • 2 loaded plans hold $2.3M in reported assets.
  • The largest, Methodist Homes For The Aging 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 974 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3MSummed across loaded plans$2,275,315
Total reported assets$2.3M$2,275,315
Total reported participants974
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities—
Contributions & income
Employer contributions$47.3K
Participant contributions$219.1K
Total income / additions$532.9K
Expenses & distributions
Benefits paid / distributions$208.5K
Total expenses$252.6K
Net increase / (decrease)$280.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 Homes For The Aging 401(K) Retirement Plan
Participants per plan487Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Methodist Homes For The Aging 401(K) Retirement Plan$2.3M
    Plan #001 · 727 participants · 2023
  2. 2
    Methodist Home For The Aging Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 247 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 Home For The Aging. Open one for its full reported snapshot.

  1. 2023
    Methodist Homes For The Aging 401(K) Retirement Plan727 participants · 2Sch HSch C
    View filing →
  2. 2023
    Methodist Home For The Aging Welfare Benefit Plan247 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Methodist Home For The Aging report on Form 5500?
Methodist Home For The Aging (EIN 63-0376518) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Methodist Home For The Aging?
The Employer Identification Number (EIN) reported for Methodist Home For The Aging is 63-0376518.
What is the latest Form 5500 filing year for Methodist Home For The Aging?
The latest loaded Form 5500 filing year for Methodist Home For The Aging is 2023.

Related Form 5500 pages