Medstar Health, Inc. Retirement Savings 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. Retirement Savings Plan is a benefit plan reported by Medstar Health, Inc. under EIN 52-2087445 and plan number 003. The latest loaded filing year is 2023. The filing reports 31,642 participants and $2,964,902,016 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
- 003
- Plan type
- 2
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 31,642
- End-of-year plan assets
- $2,964,902,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31,642 | H, C | 20240912225620NAL0010809201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,964,902,016
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,964,902,016
- Net assets (BOY)
- $2,442,412,638
Income & contributions
- Employer contributions
- $56,618,141
- Participant contributions
- $190,477,816
- Total contributions
- $265,562,663
- Total income / additions
- $712,714,441
Expenses & distributions
- Benefits paid
- $189,048,395
- Administrative expenses
- $1,176,668
- Total expenses
- $190,225,063
- Net increase / (decrease)
- $522,489,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Ret. Ins. & Annuity Co. | NONE | $1,108,057 | $0 | 2023 |
| Empower Annuity Ins. Co. Of America | NONE | $60,090 | $0 | 2023 |
| Prudential Inv. Mgmt. Services LLC | NONE | $747 | $28,062 | 2023 |
| Alpha Capital Advisors Inc. Dba Efs | NONE | $7,774 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medstar Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Prudential Ret. Ins. & Annuity Co. — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Prudential Inv. Mgmt. Services LLC — Schedule C compensation
- Alpha Capital Advisors Inc. Dba Efs — Schedule C compensation