2023 Form 5500 filing — Employees' Cash Balance Plan Of Atlantic Health System, Inc.
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 20241015003424NAL0028521377001) for Employees' Cash Balance Plan Of Atlantic Health System, Inc., reported by Atlantic Health System under EIN 22-3380375 and plan number 001. It reports 10,032 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015003424NAL0028521377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlantic Health System
- EIN
- 22-3380375
- Plan number
- 001
- Location
- Morristown, NJ
- Participants
- 10,032
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $969,327,358
- Total liabilities (EOY)
- $13,361,921
- Net assets (EOY)
- $955,965,437
- Employer contributions
- $50,000,000
- Total income / additions
- $160,903,022
- Benefits paid
- $52,728,610
- Administrative expenses
- $5,032,429
- Total expenses
- $57,761,039
- Net increase / (decrease)
- $103,141,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Deloitte Consulting Llp | NONE | $2,056,048 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $351,426 | not reported in the loaded dataset |
| Fidelity Institutional Asset Mgmt | NONE | $171,221 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $105,657 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $15,087 | not reported in the loaded dataset |
| Wiss & Company Llp | AUDITOR | $15,000 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $8,155 | not reported in the loaded dataset |