2023 Form 5500 filing — Montefiore Medical Center Hsrp Retirement 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 20241015164841NAL0048991648001) for Montefiore Medical Center Hsrp Retirement Plan, reported by Montefiore Medical Center under EIN 13-1740114 and plan number 003. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164841NAL0048991648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montefiore Medical Center
- EIN
- 13-1740114
- Plan number
- 003
- Location
- Tarrytown, NY
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,213,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,213,918
- Employer contributions
- $1,134,000
- Total income / additions
- $2,307,444
- Benefits paid
- $14,113,494
- Administrative expenses
- $554,559
- Total expenses
- $14,668,053
- Net increase / (decrease)
- -$12,360,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Hewitt Investment Co. | INVESTMENT ADVISOR | $185,749 | not reported in the loaded dataset |
| Usi Consulting Group Inc | ACTUARY | $175,161 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $72,020 | not reported in the loaded dataset |
| Legal & General Investment | INVESTMENT ADVISOR | $28,256 | not reported in the loaded dataset |
| Bny Mellon Asset Servicing | INV. ADVISOR & CUSTODIAN | $21,517 | $0 |
| Seyfarth Shaw Llp | LEGAL | $15,931 | not reported in the loaded dataset |
| Buchbinder Tunick & Co. Llp | AUDITOR | $13,125 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | INVESTMENT ADVISOR | $7,833 | not reported in the loaded dataset |