2023 Form 5500 filing — Marshall Medical Employees' 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 20241009180204NAL0019743281001) for Marshall Medical Employees' Retirement Plan, reported by Marshall Medical Center under EIN 20-6019079 and plan number 002. It reports 2,131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009180204NAL0019743281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marshall Medical Center
- EIN
- 20-6019079
- Plan number
- 002
- Location
- Placerville, CA
- Participants
- 2,131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,356,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,356,128
- Total income / additions
- $24,729,941
- Benefits paid
- $98,858,372
- Administrative expenses
- $208,283
- Total expenses
- $99,066,655
- Net increase / (decrease)
- -$74,336,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $117,002 | not reported in the loaded dataset |
| Us Bank | NONE | $91,281 | $0 |