Plan5500

The Methodist Hospitals, Inc. Retirement Plan — Form 5500 plan (The Methodist Hospitals, 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, The Methodist Hospitals, Inc. Retirement Plan is a benefit plan reported by The Methodist Hospitals, Inc. under EIN 35-0868133 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,204 participants and $107,888,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Methodist Hospitals, Inc.
EIN
35-0868133
Plan number
001
Plan type
2
Location
Gary, IN
Latest filing year
2023
Participants
2,204
End-of-year plan assets
$107,888,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,204H, C20241010072358NAL0009806851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,888,940
Total liabilities (EOY)
$0
Net assets (EOY)
$107,888,940
Net assets (BOY)
$103,438,332

Income & contributions

Total contributions
$0
Total income / additions
$10,819,552

Expenses & distributions

Benefits paid
$6,190,193
Administrative expenses
$178,751
Total expenses
$6,368,944
Net increase / (decrease)
$4,450,608

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retrmnt Insrnce & Annuity Co.NONE KNOWN$115,626$02023
The Angell Pension Group IncNONE KNOWN$63,125not reported in the loaded dataset2023

Related Form 5500 pages