Steward Health Care 401(K) Retirement Savings Plan — Form 5500 plan (Steward Health Care)
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, Steward Health Care 401(K) Retirement Savings Plan is a benefit plan reported by Steward Health Care under EIN 27-2473240 and plan number 001. The latest loaded filing year is 2023. The filing reports 41,618 participants and $1,834,765,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steward Health Care
- EIN
- 27-2473240
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 41,618
- End-of-year plan assets
- $1,834,765,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 41,618 | H, C | 20241015133145NAL0016497619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,834,765,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,834,765,013
- Net assets (BOY)
- $1,659,109,917
Income & contributions
- Employer contributions
- $5,747,982
- Participant contributions
- $115,193,290
- Total contributions
- $136,407,196
- Total income / additions
- $421,563,430
Expenses & distributions
- Benefits paid
- $243,119,881
- Administrative expenses
- $1,283,322
- Total expenses
- $245,908,334
- Net increase / (decrease)
- $175,655,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steward Healthcare System LLC | EMPLOYEE OF EMPLOYER | $185,595 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $152,402 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | CONSULTANT | $87,418 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT/AUDITOR | $39,885 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,657,327 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steward Health Care
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Steward Healthcare System LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Bdo — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation