Marshall Medical Employees' Retirement Plan — Form 5500 plan (Marshall 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, Marshall Medical Employees' Retirement Plan is a benefit plan reported by Marshall Medical Center under EIN 20-6019079 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,131 participants and $109,356,128 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marshall Medical Center
EIN
20-6019079
Plan number
002
Plan type
2
Location
Placerville, CA
Latest filing year
2023
Participants
2,131
End-of-year plan assets
$109,356,128

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,131H, C20241009180204NAL0019743281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,356,128
Total liabilities (EOY)
$0
Net assets (EOY)
$109,356,128
Net assets (BOY)
$183,692,842

Income & contributions

Total contributions
$0
Total income / additions
$24,729,941

Expenses & distributions

Benefits paid
$98,858,372
Administrative expenses
$208,283
Total expenses
$99,066,655
Net increase / (decrease)
-$74,336,714

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$117,002not reported in the loaded dataset2023
Us BankNONE$91,281$02023

Related Form 5500 pages