Mosaic Health System 401(K) Retirement Plan — Form 5500 plan (Mosaic 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, Mosaic Health System 401(K) Retirement Plan is a benefit plan reported by Mosaic Health System under EIN 43-1283316 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,228 participants and $413,434,867 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mosaic Health System
EIN
43-1283316
Plan number
002
Plan type
2
Location
St. Joseph, MO
Latest filing year
2023
Participants
6,228
End-of-year plan assets
$413,434,867

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,228H, C20241009094338NAL0018111921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$413,434,867
Total liabilities (EOY)
$0
Net assets (EOY)
$413,434,867
Net assets (BOY)
$355,620,638

Income & contributions

Employer contributions
$9,398,212
Participant contributions
$24,197,764
Total contributions
$35,066,112
Total income / additions
$88,121,363

Expenses & distributions

Benefits paid
$29,943,100
Administrative expenses
$222,486
Total expenses
$30,307,134
Net increase / (decrease)
$57,814,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$222,486$02023

Related Form 5500 pages