Retirement Income Plan For Employees Of Eisenhower Medical Center — Form 5500 plan (Eisenhower 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, Retirement Income Plan For Employees Of Eisenhower Medical Center is a benefit plan reported by Eisenhower Health under EIN 95-6130458 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,579 participants and $127,199,557 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eisenhower Health
EIN
95-6130458
Plan number
003
Plan type
2
Location
Rancho Mirage, CA
Latest filing year
2023
Participants
1,579
End-of-year plan assets
$127,199,557

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,579H, C20241206165343NAL0010752640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,199,557
Total liabilities (EOY)
$0
Net assets (EOY)
$127,199,557
Net assets (BOY)
$138,059,295

Income & contributions

Employer contributions
$6,500,000
Total contributions
$6,500,000
Total income / additions
$19,840,927

Expenses & distributions

Benefits paid
$30,565,156
Administrative expenses
$135,509
Total expenses
$30,700,665
Net increase / (decrease)
-$10,859,738

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Towers Watson Investment ServicesNONE$76,700not reported in the loaded dataset2023
The Bank Of New York MellonCUSTODIAL$45,230$02023

Related Form 5500 pages