Sinai Health System Retirement Plan — Form 5500 plan (Sinai Health System)

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, Sinai Health System Retirement Plan is a benefit plan reported by Sinai Health System under EIN 36-3166895 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,058 participants and $33,674,206 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sinai Health System
EIN
36-3166895
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
4,058
End-of-year plan assets
$33,674,206

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,058H, C20250127141149NAL0007730595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,674,206
Total liabilities (EOY)
$0
Net assets (EOY)
$33,674,206
Net assets (BOY)
$29,059,896

Income & contributions

Employer contributions
$2,033,020
Participant contributions
$0
Total contributions
$2,033,020
Total income / additions
$6,905,237

Expenses & distributions

Benefits paid
$2,101,693
Administrative expenses
$189,234
Total expenses
$2,290,927
Net increase / (decrease)
$4,614,310

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Metlife Life Insurance CompanyRECORDKEEPER$156,270$02023
Ubs Financial Services IncINVESTMENT ADVISOR$37,152not reported in the loaded dataset2023
TiaaRECORDKEEPER$753$02023

Related Form 5500 pages