Hackensack Meridian Health Master Retirement Trust — Form 5500 plan (Hackensack Meridian 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, Hackensack Meridian Health Master Retirement Trust is a benefit plan reported by Hackensack Meridian Health Inc under EIN 82-3599691 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,629,796,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hackensack Meridian Health Inc
- EIN
- 82-3599691
- Plan number
- 001
- Plan type
- 4
- Location
- Edison, NJ
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,629,796,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014134629NAL0015042835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,629,796,635
- Total liabilities (EOY)
- $12,625,880
- Net assets (EOY)
- $1,617,170,755
- Net assets (BOY)
- $1,506,685,063
Income & contributions
- Total contributions
- $0
- Total income / additions
- $215,711,130
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $12,155,423
- Total expenses
- $12,155,423
- Net increase / (decrease)
- $203,555,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lifeworks (Us) Ltd. | NONE | $943,109 | not reported in the loaded dataset | 2023 |
| Arrowstreet | NONE | $304,444 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management | NONE | $260,180 | not reported in the loaded dataset | 2023 |
| William Blair Investment Management | NONE | $259,564 | $0 | 2023 |
| Silchester International Investor I | NONE | $223,990 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $115,291 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management | NONE | $113,227 | not reported in the loaded dataset | 2023 |
| The Prudential Trust Company | NONE | $108,075 | not reported in the loaded dataset | 2023 |
| Tcw Asset Management | NONE | $93,844 | not reported in the loaded dataset | 2023 |
| Hackensack Meridian Health | NONE | $91,908 | not reported in the loaded dataset | 2023 |
| Cohen & Steers Capital Management | NONE | $60,913 | not reported in the loaded dataset | 2023 |
| Torrillo & Associates LLC | NONE | $22,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hackensack Meridian Health Inc
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Edison, NJ
- Lifeworks (Us) Ltd. — Schedule C compensation
- Arrowstreet — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- William Blair Investment Management — Schedule C compensation
- Silchester International Investor I — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- The Prudential Trust Company — Schedule C compensation
- Tcw Asset Management — Schedule C compensation
- Hackensack Meridian Health — Schedule C compensation
- Cohen & Steers Capital Management — Schedule C compensation
- Torrillo & Associates LLC — Schedule C compensation