2023 Form 5500 filing — Holzer Health System 401a Profit Sharing 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 20241007131114NAL0007592499001) for Holzer Health System 401a Profit Sharing Plan, reported by Holzer Health System under EIN 31-1156690 and plan number 001. It reports 2,239 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)$175.4MReported net assets$175,394,151
Participants2.2K2,239
Provider compensation$305.8K2 Schedule C row(s)$305,805
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007131114NAL0007592499001
Plan sponsor
Holzer Health System
EIN
31-1156690
Plan number
001
Location
Gallipolis, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$175.4M total assets
Net assets$175.4MLiabilities$0
Money in vs. money out
Total income / additions$25.5M
Total expenses$15.7M
Benefits paid / distributions$15.3M
Contributions
Employer$1.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$175,394,151
Total liabilities (EOY)
$0
Net assets (EOY)
$175,394,151
Employer contributions
$1,499,170
Total income / additions
$25,491,312
Benefits paid
$15,255,845
Administrative expenses
$480,064
Total expenses
$15,735,909
Net increase / (decrease)
$9,755,403
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Milliman$174.6K
    NONE · Direct $174.6K
  2. 2
    NONE · Direct $131.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007131114NAL0007592499001 cover?
It is the 2023 Form 5500 filing for Holzer Health System 401a Profit Sharing Plan, reported by Holzer Health System (EIN 31-1156690).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages