Frederick Health 403(B) Plan — Form 5500 plan (Frederick Health, 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, Frederick Health 403(B) Plan is a benefit plan reported by Frederick Health, Inc. under EIN 52-0591612 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,278 participants and $282,947,880 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frederick Health, Inc.
EIN
52-0591612
Plan number
004
Plan type
2
Location
Frederick, MD
Latest filing year
2023
Participants
4,278
End-of-year plan assets
$282,947,880

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,278H, C20241015114912NAL0055858850001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$282,947,880
Total liabilities (EOY)
$0
Net assets (EOY)
$282,947,880
Net assets (BOY)
$239,847,549

Income & contributions

Employer contributions
$9,451,968
Participant contributions
$19,148,679
Total contributions
$30,684,909
Total income / additions
$68,727,013

Expenses & distributions

Benefits paid
$25,089,833
Administrative expenses
$525,670
Total expenses
$25,626,682
Net increase / (decrease)
$43,100,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$520,083$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages