Fresenius Medical Care North America Retirement Plan — Form 5500 plan (National Medical Care, Inc.)
Plain-English plan 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, Fresenius Medical Care North America Retirement Plan is a benefit plan reported by National Medical Care, Inc. under EIN 04-2835488 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,863 participants and $286,450,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Medical Care, Inc.
- EIN
- 04-2835488
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 13,863
- End-of-year plan assets
- $286,450,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,863 | H, C | 20241015212524NAL0015424739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $286,450,995
- Total liabilities (EOY)
- $1,733,758
- Net assets (EOY)
- $284,717,237
- Net assets (BOY)
- $276,256,635
Income & contributions
- Employer contributions
- $6,100,000
- Total contributions
- $6,100,000
- Total income / additions
- $41,688,500
Expenses & distributions
- Benefits paid
- $22,538,674
- Administrative expenses
- $10,689,224
- Total expenses
- $33,227,898
- Net increase / (decrease)
- $8,460,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bank Of New York Mellon | TRUSTEE | $578,712 | $0 | 2023 |
| National Medical Care, Inc. | EMPLOYEES | $264,605 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | ACTUARY | $201,457 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown,Pc | ACCOUNTANT | $52,000 | not reported in the loaded dataset | 2023 |
| Smart Source Of Boston, LLC | VENDOR | $20,080 | not reported in the loaded dataset | 2023 |
| Pension Benefit Infoformation LLC | VENDOR | $7,740 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Medical Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- The Bank Of New York Mellon — Schedule C compensation
- National Medical Care, Inc. — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Withumsmith+Brown,Pc — Schedule C compensation
- Smart Source Of Boston, LLC — Schedule C compensation
- Pension Benefit Infoformation LLC — Schedule C compensation