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, Baltimore Medical System,Inc.Tax Sheltered Annuity Plan is a benefit plan reported by Baltimore Medical System, Inc. under EIN 52-1358241 and plan number 001. The latest loaded filing year is 2023. The filing reports 607 participants and $19,690,279 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,690,279
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,690,279
- Net assets (BOY)
- $17,098,060
Income & contributions
- Employer contributions
- $244,035
- Participant contributions
- $1,484,914
- Total contributions
- $1,776,025
- Total income / additions
- $4,837,224
Expenses & distributions
- Benefits paid
- $2,180,423
- Administrative expenses
- $64,582
- Total expenses
- $2,245,005
- Net increase / (decrease)
- $2,592,219