Hca Inc. Master Retirement Trust — Form 5500 plan (Hca 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, Hca Inc. Master Retirement Trust is a benefit plan reported by Hca Inc. under EIN 62-1160563 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $21,126,484,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hca Inc.
- EIN
- 62-1160563
- Plan number
- 001
- Plan type
- 4
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $21,126,484,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241008140703NAL0017754449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,126,484,969
- Total liabilities (EOY)
- $9,245,274
- Net assets (EOY)
- $21,117,239,695
- Net assets (BOY)
- $18,282,791,240
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,979,403,156
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $22,539,526
- Total expenses
- $22,539,526
- Net increase / (decrease)
- $2,956,863,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conduent Hr Services | NONE | $10,944,937 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $3,584,703 | $0 | 2023 |
| Guggenheim Partners Investment Mgmt | NONE | $1,460,539 | not reported in the loaded dataset | 2023 |
| Columbia Management Investment Advi | NONE | $1,444,511 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $1,008,094 | not reported in the loaded dataset | 2023 |
| Financial Soundings LLC | NONE | $1,000,000 | not reported in the loaded dataset | 2023 |
| T.Rowe Price | NONE | $881,076 | not reported in the loaded dataset | 2023 |
| Retirement Clearinghouse, LLC | NONE | $685,193 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co Na | NONE | $537,216 | $0 | 2023 |
| Curcio Webb | NONE | $193,369 | not reported in the loaded dataset | 2023 |
| Smith, Gamrell & Russell | NONE | $116,651 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $81,415 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Serv | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Sowden & Associates, Inc. | NONE | $27,193 | not reported in the loaded dataset | 2023 |
| Evestment Alliance LLC | NONE | $14,812 | not reported in the loaded dataset | 2023 |
| Lattimore,Black,Morgan & Cain | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hca Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Conduent Hr Services — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Guggenheim Partners Investment Mgmt — Schedule C compensation
- Columbia Management Investment Advi — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Financial Soundings LLC — Schedule C compensation
- T.Rowe Price — Schedule C compensation
- Retirement Clearinghouse, LLC — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Curcio Webb — Schedule C compensation
- Smith, Gamrell & Russell — Schedule C compensation
- Mercer — Schedule C compensation
- Cbiz Investment Advisory Serv — Schedule C compensation
- Sowden & Associates, Inc. — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- Lattimore,Black,Morgan & Cain — Schedule C compensation