Plan5500

Methodist Hospital, Inc. 403(B) Plan — Form 5500 plan (Methodist 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, Methodist Hospital, Inc. 403(B) Plan is a benefit plan reported by Methodist Health, Inc. under EIN 61-0461753 and plan number 006. The latest loaded filing year is 2023. The filing reports 771 participants and $24,215,198 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Methodist Health, Inc.
EIN
61-0461753
Plan number
006
Plan type
2
Location
Henderson, KY
Latest filing year
2023
Participants
771
End-of-year plan assets
$24,215,198

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023771H, C20241015103250NAL0029261505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,215,198
Total liabilities (EOY)
$0
Net assets (EOY)
$24,215,198
Net assets (BOY)
$29,996,672

Income & contributions

Total contributions
$0
Total income / additions
$3,338,371

Expenses & distributions

Benefits paid
$9,044,400
Administrative expenses
$75,445
Total expenses
$9,119,845
Net increase / (decrease)
-$5,781,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Variable Annuity Life Insurance ComNONE$75,445not reported in the loaded dataset2023

Related Form 5500 pages