Capital Health System Retirement Savings & Investment Plan — Form 5500 plan (Capital Health System, 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, Capital Health System Retirement Savings & Investment Plan is a benefit plan reported by Capital Health System, Inc. under EIN 22-3548695 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,374 participants and $376,536,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Health System, Inc.
- EIN
- 22-3548695
- Plan number
- 002
- Plan type
- 2
- Location
- Lawrenceville, NJ
- Latest filing year
- 2023
- Participants
- 7,374
- End-of-year plan assets
- $376,536,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,374 | H, C | 20241015103335NAL0028074401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $376,536,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $376,536,041
- Net assets (BOY)
- $301,876,587
Income & contributions
- Employer contributions
- $3,721,698
- Participant contributions
- $28,785,957
- Total contributions
- $41,964,032
- Total income / additions
- $101,496,997
Expenses & distributions
- Benefits paid
- $26,004,703
- Administrative expenses
- $705,044
- Total expenses
- $26,837,543
- Net increase / (decrease)
- $74,659,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $641,805 | $0 | 2023 |
| Sei Investments Management Corp | INVESTMENT ADVISORY SERV | $44,015 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | ACCOUNTANT | $19,224 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Ince | BROKERAGE SERVICES | $200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Lawrenceville, NJ
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Sei Investments Management Corp — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Td Ameritrade, Ince — Schedule C compensation