2023 Form 5500 filing — Memorialcare Medical Group Savings And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927101304NAL0001124915001) for Memorialcare Medical Group Savings And Retirement Plan, reported by Memorialcare Medical Group under EIN 95-2653450 and plan number 002. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927101304NAL0001124915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Memorialcare Medical Group
- EIN
- 95-2653450
- Plan number
- 002
- Location
- Fountain Valley, CA
- Participants
- 421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,517,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,517,100
- Employer contributions
- $3,376,942
- Participant contributions
- $6,519,189
- Total income / additions
- $33,029,809
- Benefits paid
- $12,117,080
- Administrative expenses
- $167,373
- Total expenses
- $12,286,714
- Net increase / (decrease)
- $20,743,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crane Advisory LLC Dba Crane & Asso | INVESTMENT ADVISOR | $110,873 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $56,500 | $0 |