Sinai Health System Consolidated 403(B) 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 Consolidated 403(B) Plan is a benefit plan reported by Sinai Health System under EIN 36-3166895 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,383 participants and $152,158,129 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
- 004
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 4,383
- End-of-year plan assets
- $152,158,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,383 | H, C | 20241014154115NAL0027746401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,158,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,158,129
- Net assets (BOY)
- $136,374,012
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $8,331,584
- Total contributions
- $8,824,903
- Total income / additions
- $31,739,063
Expenses & distributions
- Benefits paid
- $14,986,101
- Administrative expenses
- $431,502
- Total expenses
- $15,447,277
- Net increase / (decrease)
- $16,291,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Metlife Life Insurance Company | RECORDKEEPER | $273,986 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $157,516 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sinai Health System
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Metlife Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation