Retirement Plan For Employees Of Bethesda Health Group, Inc. — Form 5500 plan (Bethesda Health Group, Inc.)

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, Retirement Plan For Employees Of Bethesda Health Group, Inc. is a benefit plan reported by Bethesda Health Group, Inc. under EIN 43-0666738 and plan number 002. The latest loaded filing year is 2023. The filing reports 612 participants and $2,447,359 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bethesda Health Group, Inc.
EIN
43-0666738
Plan number
002
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
612
End-of-year plan assets
$2,447,359

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023612H, C20241014114529NAL0026070641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,447,359
Total liabilities (EOY)
$0
Net assets (EOY)
$2,447,359
Net assets (BOY)
$17,351,493

Income & contributions

Employer contributions
-$1,000,000
Total contributions
-$1,000,000
Total income / additions
-$357,603

Expenses & distributions

Benefits paid
$14,357,956
Administrative expenses
$188,575
Total expenses
$14,546,531
Net increase / (decrease)
-$14,904,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$120,976not reported in the loaded dataset2023
MetlifeCONTRACT ADMINISTRATOR$67,599not reported in the loaded dataset2023

Related Form 5500 pages