2023 Form 5500 filing — Einstein Medical Center Montgomery Retirement Savings 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 20241015192506NAL0057863810001) for Einstein Medical Center Montgomery Retirement Savings Plan, reported by Albert Einstein Healthcare Network under EIN 23-1396794 and plan number 006. It reports 3,293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192506NAL0057863810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Albert Einstein Healthcare Network
- EIN
- 23-1396794
- Plan number
- 006
- Location
- Philadelphia, PA
- Participants
- 3,293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,613,228
- Net assets (EOY)
- $107,613,228
- Employer contributions
- $1,589,323
- Participant contributions
- $10,522,450
- Total income / additions
- $28,574,471
- Benefits paid
- $9,412,245
- Administrative expenses
- $23,564
- Total expenses
- $9,435,809
- Net increase / (decrease)
- $19,138,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $7,500 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $3,750 | $0 |
| Fid Inv Instl Ops Co | RECORDKEEPER | $0 | $0 |