2023 Form 5500 filing — Ardent Health Services Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807160158NAL0008300290001) for Ardent Health Services Retirement Savings Plan, reported by Ahs Management Company, Inc. under EIN 62-1743438 and plan number 001. It reports 26,165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807160158NAL0008300290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ahs Management Company, Inc.
- EIN
- 62-1743438
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 26,165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,381,887,192
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $1,381,887,186
- Employer contributions
- $43,872,140
- Participant contributions
- $96,560,511
- Total income / additions
- $365,862,122
- Benefits paid
- $139,884,747
- Administrative expenses
- $1,395,181
- Total expenses
- $142,027,846
- Net increase / (decrease)
- $223,834,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $730,730 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $568,264 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | CONSULTANT | $100,000 | not reported in the loaded dataset |