2023 Form 5500 filing — Sentara 403(B) 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 20241014063102NAL0012936803001) for Sentara 403(B) Savings Plan, reported by Sentara Healthcare under EIN 52-1271901 and plan number 003. It reports 40,340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014063102NAL0012936803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sentara Healthcare
- EIN
- 52-1271901
- Plan number
- 003
- Location
- Norfolk, VA
- Participants
- 40,340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,287,712,192
- Total liabilities (EOY)
- $44,263
- Net assets (EOY)
- $3,287,667,929
- Employer contributions
- $54,588,942
- Participant contributions
- $223,983,367
- Total income / additions
- $811,033,220
- Benefits paid
- $249,582,660
- Administrative expenses
- $1,755,954
- Total expenses
- $251,435,576
- Net increase / (decrease)
- $559,597,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Instl Ops | RECORDKEEPER | $1,092,406 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $656,440 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $6,870 | $0 |