Multicare Health System 403(B) Employee Savings Plan — 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, Multicare Health System 403(B) Employee Savings Plan is a benefit plan reported by Multicare Health System under EIN 91-1352172 and plan number 003. The latest loaded filing year is 2023. The filing reports 18,540 participants and $993,747,801 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
- 003
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 18,540
- End-of-year plan assets
- $993,747,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,540 | H, C | 20241014115240NAL0014872931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $993,747,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $993,747,801
- Net assets (BOY)
- $818,580,491
Income & contributions
- Employer contributions
- -$4,734
- Participant contributions
- $97,190,006
- Total contributions
- $106,126,362
- Total income / additions
- $251,939,113
Expenses & distributions
- Benefits paid
- $74,976,622
- Administrative expenses
- $1,389,487
- Total expenses
- $76,771,803
- Net increase / (decrease)
- $175,167,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $1,047,890 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $339,497 | not reported in the loaded dataset | 2023 |
| Chaney Capital Management Inc | NONE | $6,821 | not reported in the loaded dataset | 2023 |
| Absolute Capital Management LLC | NONE | $6,542 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $6,044 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $2,100 | 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
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Chaney Capital Management Inc — Schedule C compensation
- Absolute Capital Management LLC — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation