2023 Form 5500 filing — Retirement Plan For Employees Of Bethesda Health Group, Inc.
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 20241014114529NAL0026070641001) for Retirement Plan For Employees Of Bethesda Health Group, Inc., reported by Bethesda Health Group, Inc. under EIN 43-0666738 and plan number 002. It reports 612 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114529NAL0026070641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethesda Health Group, Inc.
- EIN
- 43-0666738
- Plan number
- 002
- Location
- St. Louis, MO
- Participants
- 612
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,447,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,447,359
- Employer contributions
- -$1,000,000
- Total income / additions
- -$357,603
- Benefits paid
- $14,357,956
- Administrative expenses
- $188,575
- Total expenses
- $14,546,531
- Net increase / (decrease)
- -$14,904,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $120,976 | not reported in the loaded dataset |
| Metlife | CONTRACT ADMINISTRATOR | $67,599 | not reported in the loaded dataset |