Retirement Plan For Employees Of Multicare Health System — Form 5500 plan (Multicare Health System)
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, Retirement Plan For Employees Of Multicare Health System is a benefit plan reported by Multicare Health System under EIN 91-1352172 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,337 participants and $559,560,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Multicare Health System
- EIN
- 91-1352172
- Plan number
- 001
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 3,337
- End-of-year plan assets
- $559,560,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,337 | H, C | 20241015103753NAL0048872368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $559,560,415
- Total liabilities (EOY)
- $54,393,790
- Net assets (EOY)
- $505,166,625
- Net assets (BOY)
- $490,829,762
Income & contributions
- Total contributions
- $0
- Total income / additions
- $48,480,309
Expenses & distributions
- Benefits paid
- $32,491,707
- Administrative expenses
- $1,651,739
- Total expenses
- $34,143,446
- Net increase / (decrease)
- $14,336,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors | NONE | $316,573 | $0 | 2023 |
| Legal & General Investment Manageme | NONE | $281,635 | not reported in the loaded dataset | 2023 |
| Pimco Investment Management Co | NONE | $279,578 | $0 | 2023 |
| Milliman, Inc. | NONE | $278,603 | not reported in the loaded dataset | 2023 |
| Principal Financial Group Inc | NONE | $104,517 | not reported in the loaded dataset | 2023 |
| Capital International Inc | NONE | $76,769 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Multicare Health System
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Nisa Investment Advisors — Schedule C compensation
- Legal & General Investment Manageme — Schedule C compensation
- Pimco Investment Management Co — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Principal Financial Group Inc — Schedule C compensation
- Capital International Inc — Schedule C compensation