2023 Form 5500 filing — Bethesda 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 20250708101006NAL0003829521001) for Bethesda Retirement Plan, reported by Bethesda Hospital, Inc. under EIN 59-2447554 and plan number 001. It reports 1,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250708101006NAL0003829521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethesda Hospital, Inc.
- EIN
- 59-2447554
- Plan number
- 001
- Location
- Boynton Beach, FL
- Participants
- 1,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,556,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $171,556,912
- Employer contributions
- $1,092,978
- Total income / additions
- $28,565,895
- Benefits paid
- $11,349,678
- Administrative expenses
- $1,616,141
- Total expenses
- $12,965,819
- Net increase / (decrease)
- $15,600,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc. | NONE | $353,036 | $0 |
| Columbia Management | NONE | $153,090 | not reported in the loaded dataset |
| Bank Of America | NONE | $149,024 | $0 |
| Mfs Research International | NONE | $13,628 | not reported in the loaded dataset |
| Martin Currie Global | NONE | $13,506 | not reported in the loaded dataset |
| Earnest Partners | NONE | $8,429 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $8,157 | not reported in the loaded dataset |
| Mfs Lcv | NONE | $7,984 | not reported in the loaded dataset |
| Blackrock | NONE | $7,581 | $0 |
| Aristotle | NONE | $7,578 | not reported in the loaded dataset |
| Tcw Lcg | NONE | $7,158 | not reported in the loaded dataset |
| Allspring | NONE | $6,555 | not reported in the loaded dataset |
| Peregrine Scg | NONE | $6,272 | not reported in the loaded dataset |