Plan5500

Novant Health, Inc — 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, Novant Health, Inc (EIN 56-1376950) is a plan sponsor located in Winston Salem, NC with 3 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
56-1376950
Location
Winston Salem, NC
Loaded plans
5
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 Novant Health, Inc

  • 5 loaded plans hold $3.7B in reported assets.
  • The largest, Tax Deferred Savings Plan Of Novant Health, Inc., holds 60% of this company's reported plan assets.
  • Plans cover 156,953 reported participants.
  • 2 of 5 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.7BSummed across loaded plans$3,736,452,844
Total reported assets$3.7B$3,737,060,989
Total reported participants157K156,953
Total reported liabilities$608.1K$608,145

Reported net position

Reported assets = net assets + liabilities (summed)$3.7B total assets
Net assets$3.7BLiabilities$608.1K
Contributions & income
Employer contributions$139.7M
Participant contributions$218.3M
Total income / additions$912.4M
Expenses & distributions
Benefits paid / distributions$318.4M
Total expenses$321.2M
Net increase / (decrease)$591.2M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

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 assets60%Tax Deferred Savings Plan Of Novant Health, Inc.
Participants per plan31,391Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Tax Deferred Savings Plan Of Novant Health, Inc.$2.2B
    Plan #003 · 48,980 participants · 2023
  2. 2
    Savings And Supplemental Retirement Plan Of Novant Health, Inc.$1.5B
    Plan #002 · 42,741 participants · 2023
  3. 3
    Novant Health Severance Plannot reported in the loaded dataset
    Plan #507 · 33,547 participants · 2023
  4. 4
    Novant Health, Inc Group Benefit Plannot reported in the loaded dataset
    Plan #501 · 24,895 participants · 2023
  5. 5
    Novant Health, Inc Choice Plannot reported in the loaded dataset
    Plan #505 · 6,790 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 Novant Health, Inc. Open one for its full reported snapshot.

  1. 2023
    Savings And Supplemental Retirement Plan Of Novant Health, Inc.42,741 participants · 2Sch HSch C
    View filing →
  2. 2023
    Tax Deferred Savings Plan Of Novant Health, Inc.48,980 participants · 2Sch HSch C
    View filing →
  3. 2023
    Novant Health, Inc Choice Plan6,790 participants · 2No schedules
    View filing →
  4. 2023
    Novant Health Severance Plan33,547 participants · 2No schedules
    View filing →
  5. 2023
    Novant Health, Inc Group Benefit Plan24,895 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Novant Health, Inc report on Form 5500?
Novant Health, Inc (EIN 56-1376950) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Novant Health, Inc?
The Employer Identification Number (EIN) reported for Novant Health, Inc is 56-1376950.
What is the latest Form 5500 filing year for Novant Health, Inc?
The latest loaded Form 5500 filing year for Novant Health, Inc is 2023.

Related Form 5500 pages