2023 Form 5500 filing — Memorial Hermann Health System Employees' 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 20241008130839NAL0009684803001) for Memorial Hermann Health System Employees' Retirement Savings Plan, reported by Memorial Hermann Health System under EIN 74-1152597 and plan number 002. It reports 38,157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8BReported net assets$2,784,471,411
Participants38.2K38,157
Provider compensation$2.2M4 Schedule C row(s)$2,200,330
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008130839NAL0009684803001
Plan sponsor
Memorial Hermann Health System
EIN
74-1152597
Plan number
002
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8B total assets
Net assets$2.8BLiabilities$118
Money in vs. money out
Total income / additions$760.4M
Total expenses$177.7M
Benefits paid / distributions$174.9M
Contributions
Employer$111.3M
Participant$205.9M
Full reported line items
Total assets (EOY)
$2,784,471,529
Total liabilities (EOY)
$118
Net assets (EOY)
$2,784,471,411
Employer contributions
$111,253,674
Participant contributions
$205,871,672
Total income / additions
$760,443,561
Benefits paid
$174,878,011
Administrative expenses
$2,198,686
Total expenses
$177,708,610
Net increase / (decrease)
$582,734,951
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $1.2M · Indirect $0
  2. 2
    ADVISOR · Direct $875.2K
  3. 3
    INVESTMENT ADVISOR · Direct $85.8K
  4. 4
    ACCOUNTANT/AUDITOR · Direct $16.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008130839NAL0009684803001 cover?
It is the 2023 Form 5500 filing for Memorial Hermann Health System Employees' Retirement Savings Plan, reported by Memorial Hermann Health System (EIN 74-1152597).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages