2023 Form 5500 filing — Fresenius Medical Care North America 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 20241015212524NAL0015424739001) for Fresenius Medical Care North America Retirement Plan, reported by National Medical Care, Inc. under EIN 04-2835488 and plan number 001. It reports 13,863 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212524NAL0015424739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Medical Care, Inc.
- EIN
- 04-2835488
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 13,863
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $286,450,995
- Total liabilities (EOY)
- $1,733,758
- Net assets (EOY)
- $284,717,237
- Employer contributions
- $6,100,000
- Total income / additions
- $41,688,500
- Benefits paid
- $22,538,674
- Administrative expenses
- $10,689,224
- Total expenses
- $33,227,898
- Net increase / (decrease)
- $8,460,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Bank Of New York Mellon | TRUSTEE | $578,712 | $0 |
| National Medical Care, Inc. | EMPLOYEES | $264,605 | not reported in the loaded dataset |
| Buck Global, LLC | ACTUARY | $201,457 | not reported in the loaded dataset |
| Withumsmith+Brown,Pc | ACCOUNTANT | $52,000 | not reported in the loaded dataset |
| Smart Source Of Boston, LLC | VENDOR | $20,080 | not reported in the loaded dataset |
| Pension Benefit Infoformation LLC | VENDOR | $7,740 | not reported in the loaded dataset |