Plan5500

Calverthealth 403 (B) Plan — Form 5500 plan (Calverthealth Medical Center, 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, Calverthealth 403 (B) Plan is a benefit plan reported by Calverthealth Medical Center, Inc. under EIN 52-0619000 and plan number 111. The latest loaded filing year is 2023. The filing reports 1,980 participants and $105,506,166 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Calverthealth Medical Center, Inc.
EIN
52-0619000
Plan number
111
Plan type
2
Location
Prince Frederick, MD
Latest filing year
2023
Participants
1,980
End-of-year plan assets
$105,506,166

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,980H, C20241014162505NAL0045295392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,506,166
Net assets (EOY)
$105,506,166
Net assets (BOY)
$93,374,428

Income & contributions

Employer contributions
$3,074,725
Participant contributions
$5,509,025
Total contributions
$9,310,032
Total income / additions
$23,672,073

Expenses & distributions

Benefits paid
$11,433,483
Administrative expenses
$106,852
Total expenses
$11,540,335
Net increase / (decrease)
$12,131,738

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National Corporationnot reported in the loaded dataset$100,459not reported in the loaded dataset2023

Related Form 5500 pages