2023 Form 5500 filing — Ascension Healthcare Legacy Erisa 403(B) 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 20241008093432NAL0008223171001) for Ascension Healthcare Legacy Erisa 403(B) Plan, reported by Ascension Health Dba Ascension Healthcare under EIN 31-1662309 and plan number 015. It reports 1,469 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)$71.4MReported net assets$71,365,072
Participants1.5K1,469
Provider compensation$17.5K3 Schedule C row(s)$17,537
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008093432NAL0008223171001
Plan sponsor
Ascension Health Dba Ascension Healthcare
EIN
31-1662309
Plan number
015
Location
St Louis, MO
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)$71.4M total assets
Net assets$71.4MLiabilities
Money in vs. money out
Total income / additions$11.2M
Total expenses$9.2M
Benefits paid / distributions$9.2M
Full reported line items
Total assets (EOY)
$71,365,072
Net assets (EOY)
$71,365,072
Total income / additions
$11,215,187
Benefits paid
$9,161,609
Administrative expenses
$22,312
Total expenses
$9,204,408
Net increase / (decrease)
$2,010,779
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $17.5K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $74 · Indirect $0
  3. 3
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008093432NAL0008223171001 cover?
It is the 2023 Form 5500 filing for Ascension Healthcare Legacy Erisa 403(B) Plan, reported by Ascension Health Dba Ascension Healthcare (EIN 31-1662309).
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