2023 Form 5500 filing — Carilion Clinic 403(B) 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 20241003083342NAL0016686144001) for Carilion Clinic 403(B) Retirement Savings Plan, reported by Carilion Clinic under EIN 54-1190771 and plan number 002. It reports 16,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003083342NAL0016686144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carilion Clinic
- EIN
- 54-1190771
- Plan number
- 002
- Location
- Roanoke, VA
- Participants
- 16,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $722,085,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $722,085,709
- Participant contributions
- $65,953,981
- Total income / additions
- $178,808,024
- Benefits paid
- $52,549,244
- Administrative expenses
- $962,348
- Total expenses
- $53,595,630
- Net increase / (decrease)
- $125,212,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $866,047 | $0 |
| Capfinancial Partners | INV ADV, PARTICIPANTS | $96,382 | not reported in the loaded dataset |