2023 Form 5500 filing — Centra Health Matching Tax Deferred 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 20241011143953NAL0039026480001) for Centra Health Matching Tax Deferred Savings Plan, reported by Centra Health, Inc. under EIN 54-0715569 and plan number 002. It reports 12,458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143953NAL0039026480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centra Health, Inc.
- EIN
- 54-0715569
- Plan number
- 002
- Location
- Lynchburg, VA
- Participants
- 12,458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $669,994,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $669,994,115
- Employer contributions
- $20,091,289
- Participant contributions
- $29,345,999
- Total income / additions
- $156,340,689
- Benefits paid
- $79,928,459
- Administrative expenses
- $691,831
- Total expenses
- $81,102,032
- Net increase / (decrease)
- $75,238,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $599,779 | $0 |
| Bdo Usa, P.C. | AUDITOR | $37,180 | not reported in the loaded dataset |
| Laneve Financial Guidance, LLC | SECURITIES BROKER | $33,782 | not reported in the loaded dataset |
| Moneywise, Inc. | SECURITIES BROKER | $15,614 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $2,698 | $0 |