2023 Form 5500 filing — Ascension Healthcare 401(K) 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 20240919070453NAL0002184435001) for Ascension Healthcare 401(K) Retirement Savings Plan, reported by Ascension Health Dba Ascension Healthcare under EIN 31-1662309 and plan number 333. It reports 9,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$586.6MReported net assets$586,622,122
Participants9.3K9,261
Provider compensation$365.5K6 Schedule C row(s)$365,477
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919070453NAL0002184435001
- Plan sponsor
- Ascension Health Dba Ascension Healthcare
- EIN
- 31-1662309
- Plan number
- 333
- Location
- St Louis, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$586.6M total assets
Net assets$586.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $586,622,122
- Net assets (EOY)
- $586,622,122
- Participant contributions
- $12,694,069
- Total income / additions
- $107,757,213
- Benefits paid
- $77,517,150
- Administrative expenses
- $333,825
- Total expenses
- $77,884,952
- Net increase / (decrease)
- $29,872,261
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $315,465 | $0 |
| Capital Consulting & Asset Man | SECURITIES BROKER | $33,107 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | AUDITOR | $7,469 | not reported in the loaded dataset |
| Greensfelder, Hemker & Gale, Pc | LEGAL | $7,333 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $2,103 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |