2023 Form 5500 filing — Capital Health System Retirement Savings & Investment 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 20241015103335NAL0028074401001) for Capital Health System Retirement Savings & Investment Plan, reported by Capital Health System, Inc. under EIN 22-3548695 and plan number 002. It reports 7,374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103335NAL0028074401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital Health System, Inc.
- EIN
- 22-3548695
- Plan number
- 002
- Location
- Lawrenceville, NJ
- Participants
- 7,374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $376,536,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $376,536,041
- Employer contributions
- $3,721,698
- Participant contributions
- $28,785,957
- Total income / additions
- $101,496,997
- Benefits paid
- $26,004,703
- Administrative expenses
- $705,044
- Total expenses
- $26,837,543
- Net increase / (decrease)
- $74,659,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $641,805 | $0 |
| Sei Investments Management Corp | INVESTMENT ADVISORY SERV | $44,015 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT | $19,224 | not reported in the loaded dataset |
| Td Ameritrade, Ince | BROKERAGE SERVICES | $200 | $0 |