H. Lee Moffitt Cancer Center And Research Institute, Inc. — Form 5500 plan (H. Lee Moffitt Cancer Center And Research Institute, 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, H. Lee Moffitt Cancer Center And Research Institute, Inc. is a benefit plan reported by H. Lee Moffitt Cancer Center And Research Institute, Inc. under EIN 59-2451713 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,698 participants and $430,259,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H. Lee Moffitt Cancer Center And Research Institute, Inc.
- EIN
- 59-2451713
- Plan number
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 7,698
- End-of-year plan assets
- $430,259,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,698 | H, C | 20240930120505NAL0011090082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $430,259,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $430,259,683
- Net assets (BOY)
- $349,655,583
Income & contributions
- Employer contributions
- $38,843,839
- Total contributions
- $38,843,839
- Total income / additions
- $100,699,262
Expenses & distributions
- Benefits paid
- $19,839,533
- Administrative expenses
- $255,629
- Total expenses
- $20,095,162
- Net increase / (decrease)
- $80,604,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $240,046 | $0 | 2023 |
| Accell Audit & Compliance, P.A. | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H. Lee Moffitt Cancer Center And Research Institute, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Prudential Retirement Insurance And — Schedule C compensation
- Accell Audit & Compliance, P.A. — Schedule C compensation
- Milliman Inc — Schedule C compensation