2023 Form 5500 filing — Hackensack Meridian Health Master Retirement Trust
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 20241014134629NAL0015042835001) for Hackensack Meridian Health Master Retirement Trust, reported by Hackensack Meridian Health Inc under EIN 82-3599691 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134629NAL0015042835001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Hackensack Meridian Health Inc
- EIN
- 82-3599691
- Plan number
- 001
- Location
- Edison, NJ
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,629,796,635
- Total liabilities (EOY)
- $12,625,880
- Net assets (EOY)
- $1,617,170,755
- Total income / additions
- $215,711,130
- Benefits paid
- $0
- Administrative expenses
- $12,155,423
- Total expenses
- $12,155,423
- Net increase / (decrease)
- $203,555,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lifeworks (Us) Ltd. | NONE | $943,109 | not reported in the loaded dataset |
| Arrowstreet | NONE | $304,444 | not reported in the loaded dataset |
| Blackrock Financial Management | NONE | $260,180 | not reported in the loaded dataset |
| William Blair Investment Management | NONE | $259,564 | $0 |
| Silchester International Investor I | NONE | $223,990 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $115,291 | not reported in the loaded dataset |
| Acadian Asset Management | NONE | $113,227 | not reported in the loaded dataset |
| The Prudential Trust Company | NONE | $108,075 | not reported in the loaded dataset |
| Tcw Asset Management | NONE | $93,844 | not reported in the loaded dataset |
| Hackensack Meridian Health | NONE | $91,908 | not reported in the loaded dataset |
| Cohen & Steers Capital Management | NONE | $60,913 | not reported in the loaded dataset |
| Torrillo & Associates LLC | NONE | $22,150 | not reported in the loaded dataset |