2023 Form 5500 filing — Ascension Healthcare Legacy Money Purchase Pension 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 20241008094455NAL0009515763004) for Ascension Healthcare Legacy Money Purchase Pension Plan, reported by Ascension Health Dba Ascension Healthcare under EIN 31-1662309 and plan number 008. It reports 715 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)$13.4MReported net assets$13,417,498
Participants715
Provider compensation$7.4K2 Schedule C row(s)$7,354
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008094455NAL0009515763004
Plan sponsor
Ascension Health Dba Ascension Healthcare
EIN
31-1662309
Plan number
008
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)$13.4M total assets
Net assets$13.4MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Full reported line items
Total assets (EOY)
$13,417,498
Net assets (EOY)
$13,417,498
Total income / additions
$1,699,089
Benefits paid
$1,590,454
Administrative expenses
$7,514
Total expenses
$1,597,968
Net increase / (decrease)
$101,121
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $7.4K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008094455NAL0009515763004 cover?
It is the 2023 Form 5500 filing for Ascension Healthcare Legacy Money Purchase Pension 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