2023 Form 5500 filing — Huntington Memorial Hospital 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 20241014102842NAL0045620656001) for Huntington Memorial Hospital Savings Plan, reported by Huntington Memorial Hospital under EIN 95-1644036 and plan number 002. It reports 5,049 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)$548.9MReported net assets$548,905,766
Participants5K5,049
Provider compensation$657K2 Schedule C row(s)$656,956
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014102842NAL0045620656001
Plan sponsor
Huntington Memorial Hospital
EIN
95-1644036
Plan number
002
Location
Pasadena, CA
Received date
not reported in the loaded dataset
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)$548.9M total assets
Net assets$548.9MLiabilities$0
Money in vs. money out
Total income / additions$125.7M
Total expenses$48.8M
Benefits paid / distributions$48M
Contributions
Employer$12.8M
Participant$27.1M
Full reported line items
Total assets (EOY)
$548,905,766
Total liabilities (EOY)
$0
Net assets (EOY)
$548,905,766
Employer contributions
$12,763,681
Participant contributions
$27,118,568
Total income / additions
$125,680,577
Benefits paid
$48,024,965
Administrative expenses
$656,664
Total expenses
$48,768,337
Net increase / (decrease)
$76,912,240

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$345,540$0
Strategic Advisors, Inc.ADVISOR$311,416not reported in the loaded dataset

Related Form 5500 pages