2023 Form 5500 filing — Methodist Health System 401(K) 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 20241009115920NAL0010580947001) for Methodist Health System 401(K) Plan, reported by Nebraska Methodist Health System under EIN 47-0639839 and plan number 004. It reports 8,460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115920NAL0010580947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nebraska Methodist Health System
- EIN
- 47-0639839
- Plan number
- 004
- Location
- Omaha, NE
- Participants
- 8,460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $590,089,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $590,089,931
- Employer contributions
- $23,610,067
- Participant contributions
- $20,567,947
- Total income / additions
- $578,403,574
- Benefits paid
- $18,674,802
- Administrative expenses
- $124,643
- Total expenses
- $18,799,445
- Net increase / (decrease)
- $559,604,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $67,293 | $0 |
| Willis Towers Watson Us LLC | CONSULTANT | $43,800 | not reported in the loaded dataset |
| Lutz & Company, Pc | AUDITOR/ACCOUNTANT | $9,750 | not reported in the loaded dataset |