The Mount Sinai Medical Center 403(B) Retirement Plan — Form 5500 plan (The Mount Sinai Medical Center)

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, The Mount Sinai Medical Center 403(B) Retirement Plan is a benefit plan reported by The Mount Sinai Medical Center under EIN 13-1624096 and plan number 005. The latest loaded filing year is 2023. The filing reports 57,123 participants and $8,498,597,037 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Mount Sinai Medical Center
EIN
13-1624096
Plan number
005
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
57,123
End-of-year plan assets
$8,498,597,037

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202357,123H, C20241014134903NAL0026323857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,498,597,037
Total liabilities (EOY)
$0
Net assets (EOY)
$8,498,597,037
Net assets (BOY)
$7,314,949,825

Income & contributions

Employer contributions
$134,305,480
Participant contributions
$251,354,080
Total contributions
$411,486,470
Total income / additions
$1,539,814,286

Expenses & distributions

Benefits paid
$355,297,143
Administrative expenses
$867,652
Total expenses
$356,167,074
Net increase / (decrease)
$1,183,647,212

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$525,018$02023
Wiss And Company, LLCNONE$140,000not reported in the loaded dataset2023
Capfinancial Partners, LLCNONE$130,910$342023
Proskauer Rose LlpNONE$63,760not reported in the loaded dataset2023
Transamerica Retirement SolutionsNONE$7,762$02023
Empower Life & Annuity InsuranceNONE$0$02023

Related Form 5500 pages