Plan5500

Augusta Health Care — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Augusta Health Care (EIN 54-1453954) is a plan sponsor located in Fishersville, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-1453954
Location
Fishersville, VA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Augusta Health Care

  • 3 loaded plans hold $227.5M in reported assets.
  • The largest, Augusta Health Care 403b Plan, holds 55% of this company's reported plan assets.
  • Plans cover 7,045 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$227.5MSummed across loaded plans$227,544,498
Total reported assets$227.5M$227,544,498
Total reported participants7K7,045
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$227.5M total assets
Net assets$227.5MLiabilities—
Contributions & income
Employer contributions$7.8M
Participant contributions$14.6M
Total income / additions$59.6M
Expenses & distributions
Benefits paid / distributions$19.3M
Total expenses$19.8M
Net increase / (decrease)$39.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets55%Augusta Health Care 403b Plan
Participants per plan2,348Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Augusta Health Care 403b Plan$126.1M
    Plan #005 · 2,542 participants · 2023
  2. 2
    Augusta Health Care Retirement Savings Plan$101.5M
    Plan #002 · 2,433 participants · 2023
  3. 3
    Augusta Health Welfare Benefit Plannot reported in the loaded dataset
    Plan #510 · 2,070 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Augusta Health Care. Open one for its full reported snapshot.

  1. 2023
    Augusta Health Welfare Benefit Plan2,070 participants · 2No schedules
    View filing →
  2. 2023
    Augusta Health Care Retirement Savings Plan2,433 participants · 2Sch HSch C
    View filing →
  3. 2023
    Augusta Health Care 403b Plan2,542 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Augusta Health Care report on Form 5500?
Augusta Health Care (EIN 54-1453954) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Augusta Health Care?
The Employer Identification Number (EIN) reported for Augusta Health Care is 54-1453954.
What is the latest Form 5500 filing year for Augusta Health Care?
The latest loaded Form 5500 filing year for Augusta Health Care is 2023.

Related Form 5500 pages