Plan5500

Sharpsaver Defined Contribution Plan — Form 5500 plan (Sharp Healthcare)

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, Sharpsaver Defined Contribution Plan is a benefit plan reported by Sharp Healthcare under EIN 95-6077327 and plan number 002. The latest loaded filing year is 2023. The filing reports 22,642 participants and $1,206,082,433 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sharp Healthcare
EIN
95-6077327
Plan number
002
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
22,642
End-of-year plan assets
$1,206,082,433

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202322,642H, C20241010133224NAL0011506083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,206,082,433
Total liabilities (EOY)
$7,153,046
Net assets (EOY)
$1,198,929,387
Net assets (BOY)
$992,761,207

Income & contributions

Employer contributions
$31,967,407
Participant contributions
$66,588,998
Total contributions
$99,945,750
Total income / additions
$289,413,394

Expenses & distributions

Benefits paid
$82,501,751
Administrative expenses
$743,463
Total expenses
$83,245,214
Net increase / (decrease)
$206,168,180

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alight Solutions, LLCRECORDKEEPER$743,463$02023
Russell Investments Trust CompanyTRUSTEE$0$246,9472023

Related Form 5500 pages