2023 Form 5500 filing — Memorial Health Foundation, Inc. Retired Employee Benefit 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 20241015003534NAL0028524337001) for Memorial Health Foundation, Inc. Retired Employee Benefit Plan, reported by Atlantic Health System under EIN 22-3380375 and plan number 510. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015003534NAL0028524337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlantic Health System
- EIN
- 22-3380375
- Plan number
- 510
- Location
- Morristown, NJ
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,047,011
- Total liabilities (EOY)
- $10,413,099
- Net assets (EOY)
- $76,633,912
- Participant contributions
- $622,377
- Total income / additions
- $11,705,117
- Benefits paid
- $6,781,223
- Administrative expenses
- $281,569
- Total expenses
- $7,062,792
- Net increase / (decrease)
- $4,642,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Luminare Health Benefits, Inc. | NONE | $169,286 | not reported in the loaded dataset |
| Multiplan, Inc | NONE | $27,433 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $20,525 | not reported in the loaded dataset |
| Wiss & Company Llp | NONE | $15,000 | not reported in the loaded dataset |
| Bpas | NONE | $8,875 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $7,750 | not reported in the loaded dataset |
| Fiduciary Investment Solutions, Inc | NONE | $6,964 | not reported in the loaded dataset |