2023 Form 5500 filing — Meritus Health 401(K) 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 20241003094655NAL0020216082001) for Meritus Health 401(K) Savings Plan, reported by Meritus Medical Center, Inc. under EIN 52-0607949 and plan number 003. It reports 4,476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003094655NAL0020216082001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meritus Medical Center, Inc.
- EIN
- 52-0607949
- Plan number
- 003
- Location
- Hagerstown, MD
- Participants
- 4,476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $339,329,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $339,329,221
- Employer contributions
- $8,278,139
- Participant contributions
- $15,807,638
- Total income / additions
- $77,658,956
- Benefits paid
- $31,517,661
- Administrative expenses
- $483,294
- Total expenses
- $32,147,075
- Net increase / (decrease)
- $45,511,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $397,827 | $0 |
| Capfinancial Partners LLC Dba Captr | NONE | $60,000 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Service | NONE | $25,467 | not reported in the loaded dataset |
| Empower Financial Services, Inc. | NONE | $255 | $0 |