Plan5500

Sharpsaver Retirement 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 Retirement Plan is a benefit plan reported by Sharp Healthcare under EIN 95-6077327 and plan number 003. The latest loaded filing year is 2023. The filing reports 18,078 participants and $678,530,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sharp Healthcare
EIN
95-6077327
Plan number
003
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
18,078
End-of-year plan assets
$678,530,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202318,078H, C20241010161854NAL0041515154001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$678,530,507
Total liabilities (EOY)
$2,544,586
Net assets (EOY)
$675,985,921
Net assets (BOY)
$450,963,639

Income & contributions

Employer contributions
$30,000,000
Participant contributions
$12,522,850
Total contributions
$42,522,850
Total income / additions
$119,400,448

Expenses & distributions

Benefits paid
$33,633,568
Administrative expenses
$4,111,253
Total expenses
$37,744,821
Net increase / (decrease)
$81,655,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell Investments Trust CompanyTRUST$2,246,670$121,7942023

Related Form 5500 pages