Plan5500

Medstar Health, Inc. Cash Balance Retirement Plan — Form 5500 plan (Medstar 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, Medstar Health, Inc. Cash Balance Retirement Plan is a benefit plan reported by Medstar Health, Inc. under EIN 52-2087445 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,299 participants and $680,051,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medstar Health, Inc.
EIN
52-2087445
Plan number
002
Plan type
2
Location
Columbia, MD
Latest filing year
2023
Participants
6,299
End-of-year plan assets
$680,051,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,299H, C20241011012910NAL0021979297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$680,051,654
Total liabilities (EOY)
$62,796
Net assets (EOY)
$679,988,858
Net assets (BOY)
$640,490,251

Income & contributions

Employer contributions
$7,500,000
Total contributions
$7,500,000
Total income / additions
$93,578,672

Expenses & distributions

Benefits paid
$48,779,534
Administrative expenses
$5,300,531
Total expenses
$54,080,065
Net increase / (decrease)
$39,498,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inst. Operations Co.NONE$363,894not reported in the loaded dataset2023
Willis Towers Watson Us LLCNONE$224,985not reported in the loaded dataset2023

Related Form 5500 pages