Medstar Affiliates 401(K) 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 Affiliates 401(K) Plan is a benefit plan reported by Medstar Health, Inc. under EIN 52-2087445 and plan number 010. The latest loaded filing year is 2023. The filing reports 2,037 participants and $92,642,171 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
010
Plan type
2
Location
Columbia, MD
Latest filing year
2023
Participants
2,037
End-of-year plan assets
$92,642,171

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,037H, C20240912224701NAL0015791744001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,642,171
Total liabilities (EOY)
$2,238
Net assets (EOY)
$92,639,933
Net assets (BOY)
$79,807,346

Income & contributions

Employer contributions
$1,504,173
Participant contributions
$5,393,200
Total contributions
$8,006,364
Total income / additions
$22,452,908

Expenses & distributions

Benefits paid
$9,577,194
Administrative expenses
$43,127
Total expenses
$9,620,321
Net increase / (decrease)
$12,832,587

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Ret. Ins. & Annuity Co.NONE$42,301$02023

Related Form 5500 pages