Memorial Health System Defined Contribution Retirement Savings Plan — Form 5500 plan (Memorial 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, Memorial Health System Defined Contribution Retirement Savings Plan is a benefit plan reported by Memorial Health System under EIN 37-1110690 and plan number 002. The latest loaded filing year is 2023. The filing reports 10,603 participants and $617,749,795 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Memorial Health System
EIN
37-1110690
Plan number
002
Plan type
2
Location
Springfield, IL
Latest filing year
2023
Participants
10,603
End-of-year plan assets
$617,749,795

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,603H, C20241010105320NAL0011390771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$617,749,795
Total liabilities (EOY)
$0
Net assets (EOY)
$617,749,795
Net assets (BOY)
$475,267,597

Income & contributions

Employer contributions
$23,814,727
Participant contributions
$37,029,934
Total contributions
$92,444,140
Total income / additions
$177,392,372

Expenses & distributions

Benefits paid
$49,597,865
Administrative expenses
$501,769
Total expenses
$50,165,744
Net increase / (decrease)
$127,226,628

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$501,769$02023

Related Form 5500 pages