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, Sharp Healthcare 403(B) Tax Deferred Retirement Plan is a benefit plan reported by Sharp Healthcare under EIN 95-6077327 and plan number 006. The latest loaded filing year is 2023. The filing reports 20,605 participants and $657,010,678 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $657,010,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $657,010,678
- Net assets (BOY)
- $558,699,378
Income & contributions
- Participant contributions
- $63,177,400
- Total contributions
- $69,460,776
- Total income / additions
- $151,173,102
Expenses & distributions
- Benefits paid
- $51,903,188
- Administrative expenses
- $604,760
- Total expenses
- $52,861,802
- Net increase / (decrease)
- $98,311,300