2023 Form 5500 filing — Montefiore Medical Center 403(B) 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 20241010092221NAL0011329395001) for Montefiore Medical Center 403(B) Plan, reported by Montefiore Medical Center under EIN 13-1740114 and plan number 008. It reports 25,593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092221NAL0011329395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montefiore Medical Center
- EIN
- 13-1740114
- Plan number
- 008
- Location
- Bronx, NY
- Participants
- 25,593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,856,487,753
- Total liabilities (EOY)
- $341,824
- Net assets (EOY)
- $3,856,145,929
- Employer contributions
- $60,713,681
- Participant contributions
- $186,231,987
- Total income / additions
- $833,403,347
- Benefits paid
- $262,592,823
- Administrative expenses
- $104,574
- Total expenses
- $263,168,442
- Net increase / (decrease)
- $570,234,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metropolitan Life Insurance | OTHER | $1,964,412 | not reported in the loaded dataset |
| Aon Investment Usa Inc | INVEST ADVISORY | $84,375 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | LEGAL | $65,249 | not reported in the loaded dataset |
| Fid Inv Inst Ops | RECORDKEEPER | $0 | $0 |