2023 Form 5500 filing — Methodist Hospital Of Southern California 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 20250402133242NAL0014259056001) for Methodist Hospital Of Southern California Retirement Savings Plan, reported by Methodist Hospital Of Southern Ca under EIN 95-1643336 and plan number 004. It reports 2,392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402133242NAL0014259056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Methodist Hospital Of Southern Ca
- EIN
- 95-1643336
- Plan number
- 004
- Location
- Arcadia, CA
- Participants
- 2,392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,195,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $186,195,517
- Employer contributions
- $2,311,798
- Participant contributions
- $8,178,678
- Total income / additions
- $36,502,251
- Benefits paid
- $13,058,963
- Administrative expenses
- $452,227
- Total expenses
- $13,511,190
- Net increase / (decrease)
- $22,991,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $239,616 | $0 |
| Wells Fargo Advisors Fin Net | ADVISORY FIRM | $106,009 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | INVESTMENT MANAGEMENT | $70,907 | not reported in the loaded dataset |
| Erisa Smart | ADVISORY FIRM | $35,450 | not reported in the loaded dataset |