2023 Form 5500 filing — Genesis Health System Retirement Savings 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 20240927121108NAL0002065569003) for Genesis Health System Retirement Savings Plan, reported by Genesis Health System under EIN 42-1418847 and plan number 010. It reports 6,617 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927121108NAL0002065569003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Genesis Health System
- EIN
- 42-1418847
- Plan number
- 010
- Location
- Davenport, IA
- Participants
- 6,617
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $344,594,954
- Total liabilities (EOY)
- $21,056
- Net assets (EOY)
- $344,573,898
- Employer contributions
- $0
- Participant contributions
- $20,654,618
- Total income / additions
- $78,142,893
- Benefits paid
- $30,195,312
- Administrative expenses
- $353,015
- Total expenses
- $30,738,940
- Net increase / (decrease)
- $47,403,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $353,186 | $0 |
| Forum Financial Management Lp | SECURITIES BROKER | $6,235 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,528 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |