Memorialcare 401(K) Plan — Form 5500 plan (Memorial Health Services)

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, Memorialcare 401(K) Plan is a benefit plan reported by Memorial Health Services under EIN 95-1643381 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,870 participants and $239,264,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Memorial Health Services
EIN
95-1643381
Plan number
003
Plan type
2
Location
Fountain Valley, CA
Latest filing year
2023
Participants
6,870
End-of-year plan assets
$239,264,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,870H, C20240730104844NAL0031537216001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$239,264,000
Total liabilities (EOY)
$0
Net assets (EOY)
$239,264,000
Net assets (BOY)
$162,749,000

Income & contributions

Employer contributions
$18,582,000
Participant contributions
$34,021,000
Total contributions
$58,598,000
Total income / additions
$88,348,000

Expenses & distributions

Benefits paid
$11,389,000
Administrative expenses
$444,000
Total expenses
$11,833,000
Net increase / (decrease)
$76,515,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$363,382$02023
Vanguard Advisers Inc.NONE$94,885not reported in the loaded dataset2023

Related Form 5500 pages