Vanderbilt University Medical Center Retirement Plan — Form 5500 plan (Vanderbilt University 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, Vanderbilt University Medical Center Retirement Plan is a benefit plan reported by Vanderbilt University Medical Center under EIN 35-2528741 and plan number 001. The latest loaded filing year is 2023. The filing reports 68,066 participants and $4,082,284,978 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vanderbilt University Medical Center
EIN
35-2528741
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
68,066
End-of-year plan assets
$4,082,284,978

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202368,066H, C20241002065913NAL0007978353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,082,284,978
Total liabilities (EOY)
$0
Net assets (EOY)
$4,082,284,978
Net assets (BOY)
$3,400,218,103

Income & contributions

Employer contributions
$101,443,898
Participant contributions
$235,256,523
Total contributions
$357,963,943
Total income / additions
$934,799,312

Expenses & distributions

Benefits paid
$249,986,908
Administrative expenses
$2,340,046
Total expenses
$252,732,437
Net increase / (decrease)
$682,066,875

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE$1,425,886$02023
Strategic Advisors, Inc.NONE$933,740not reported in the loaded dataset2023

Related Form 5500 pages