2023 Form 5500 filing — Johns Hopkins Health System Corporation 403(B) 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 20251103131433NAL0007809633001) for Johns Hopkins Health System Corporation 403(B) Plan, reported by Johns Hopkins Health System Corporation under EIN 52-1465301 and plan number 001. It reports 33,372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251103131433NAL0007809633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johns Hopkins Health System Corporation
- EIN
- 52-1465301
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 33,372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,449,412,779
- Net assets (EOY)
- $1,449,412,779
- Employer contributions
- $33,725,560
- Participant contributions
- $110,343,675
- Total income / additions
- $330,017,377
- Benefits paid
- $91,454,605
- Administrative expenses
- $1,497,241
- Total expenses
- $92,987,542
- Net increase / (decrease)
- $237,029,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $1,417,466 | $0 |
| Creative Planning, LLC | BROKER | $55,275 | not reported in the loaded dataset |
| Sb & Company, LLC | AUDITOR | $24,500 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |