Methodist Medical Center Of Oak Ridge Salary Deferral Plan For Union Employees — Form 5500 plan (Methodist Medical Center Of Oak Ridge)
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 Medical Center Of Oak Ridge Salary Deferral Plan For Union Employees is a benefit plan reported by Methodist Medical Center Of Oak Ridge under EIN 62-0636239 and plan number 002. The latest loaded filing year is 2023. The filing reports 969 participants and $51,930,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Methodist Medical Center Of Oak Ridge
- EIN
- 62-0636239
- Plan number
- 002
- Plan type
- 2
- Location
- Oak Ridge, TN
- Latest filing year
- 2023
- Participants
- 969
- End-of-year plan assets
- $51,930,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 969 | H, C | 20241015131555NAL0028540849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,930,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,930,254
- Net assets (BOY)
- $45,594,977
Income & contributions
- Employer contributions
- $671,249
- Participant contributions
- $1,674,554
- Total contributions
- $2,345,803
- Total income / additions
- $10,634,767
Expenses & distributions
- Benefits paid
- $4,264,608
- Administrative expenses
- $34,882
- Total expenses
- $4,299,490
- Net increase / (decrease)
- $6,335,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,180 | $0 | 2023 |
| Pya, P.C. | ACCOUNTANT/AUDITOR | $10,702 | not reported in the loaded dataset | 2023 |