Marshall Medical Center 403(B) Retirement Plan — Form 5500 plan (Marshall Medical Center)

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, Marshall Medical Center 403(B) Retirement Plan is a benefit plan reported by Marshall Medical Center under EIN 94-1450151 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,863 participants and $138,838,336 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marshall Medical Center
EIN
94-1450151
Plan number
001
Plan type
2
Location
Placerville, CA
Latest filing year
2023
Participants
1,863
End-of-year plan assets
$138,838,336

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,863H, C20241014144706NAL0013473139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$138,838,336
Total liabilities (EOY)
$0
Net assets (EOY)
$138,838,336
Net assets (BOY)
$116,167,802

Income & contributions

Employer contributions
$7,666,683
Participant contributions
$9,844,881
Total contributions
$17,917,774
Total income / additions
$33,603,526

Expenses & distributions

Benefits paid
$10,722,325
Administrative expenses
$201,547
Total expenses
$10,932,992
Net increase / (decrease)
$22,670,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$140,216$02023
Empower Advisory GroupNONE$65,537not reported in the loaded dataset2023
Qdro ConsultantsNONE$300not reported in the loaded dataset2023

Related Form 5500 pages