John Muir Health Retirement Plan — Form 5500 plan (John Muir Health)
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, John Muir Health Retirement Plan is a benefit plan reported by John Muir Health under EIN 94-1461843 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,079 participants and $601,828,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Muir Health
- EIN
- 94-1461843
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 7,079
- End-of-year plan assets
- $601,828,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,079 | H, C | 20241015183740NAL0050913632005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $601,828,335
- Total liabilities (EOY)
- $41,250
- Net assets (EOY)
- $601,787,085
- Net assets (BOY)
- $581,153,926
Income & contributions
- Employer contributions
- $10,300,000
- Total contributions
- $10,300,000
- Total income / additions
- $69,511,192
Expenses & distributions
- Benefits paid
- $47,609,503
- Administrative expenses
- $1,268,530
- Total expenses
- $48,878,033
- Net increase / (decrease)
- $20,633,159
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Company | N/A | $254,062 | not reported in the loaded dataset | 2023 |
| The London Company | N/A | $203,664 | not reported in the loaded dataset | 2023 |
| Timessquare Capital Mgmt | N/A | $166,852 | not reported in the loaded dataset | 2023 |
| Elliott International Ltd | N/A | $159,242 | not reported in the loaded dataset | 2023 |
| Hs Management Partners, LLC | N/A | $115,012 | not reported in the loaded dataset | 2023 |
| Dsm Capital Partners, LLC | N/A | $63,941 | not reported in the loaded dataset | 2023 |
| Aristotle Capital Management | N/A | $57,874 | not reported in the loaded dataset | 2023 |
| Diamond Hill Capital Management Inc | N/A | $56,888 | not reported in the loaded dataset | 2023 |
| Brandywine | N/A | $54,398 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John Muir Health
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- Northern Trust Company — Schedule C compensation
- The London Company — Schedule C compensation
- Timessquare Capital Mgmt — Schedule C compensation
- Elliott International Ltd — Schedule C compensation
- Hs Management Partners, LLC — Schedule C compensation
- Dsm Capital Partners, LLC — Schedule C compensation
- Aristotle Capital Management — Schedule C compensation
- Diamond Hill Capital Management Inc — Schedule C compensation
- Brandywine — Schedule C compensation