Genesis Health System Retirement Savings Plan — Form 5500 plan (Genesis 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, Genesis Health System Retirement Savings Plan is a benefit plan reported by Genesis Health System under EIN 42-1418847 and plan number 010. The latest loaded filing year is 2023. The filing reports 6,617 participants and $344,594,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Genesis Health System
- EIN
- 42-1418847
- Plan number
- 010
- Plan type
- 2
- Location
- Davenport, IA
- Latest filing year
- 2023
- Participants
- 6,617
- End-of-year plan assets
- $344,594,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,617 | H, C | 20240927121108NAL0002065569003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $344,594,954
- Total liabilities (EOY)
- $21,056
- Net assets (EOY)
- $344,573,898
- Net assets (BOY)
- $297,169,945
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $20,654,618
- Total contributions
- $22,068,519
- Total income / additions
- $78,142,893
Expenses & distributions
- Benefits paid
- $30,195,312
- Administrative expenses
- $353,015
- Total expenses
- $30,738,940
- Net increase / (decrease)
- $47,403,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $353,186 | $0 | 2023 |
| Forum Financial Management Lp | SECURITIES BROKER | $6,235 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,528 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Genesis Health System
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Davenport, IA
- Transamerica Retirement Solutions — Schedule C compensation
- Forum Financial Management Lp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation