2023 Form 5500 filing — Ssm Health 401(K) 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 20241015094349NAL0027975601001) for Ssm Health 401(K) Plan, reported by Ssm Health Care Corp. under EIN 46-6029223 and plan number 005. It reports 8,271 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)$1.3BReported net assets$1,263,795,637
Participants8.3K8,271
Provider compensation$106.6K3 Schedule C row(s)$106,585
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015094349NAL0027975601001
- Plan sponsor
- Ssm Health Care Corp.
- EIN
- 46-6029223
- Plan number
- 005
- Location
- St Louis, MO
- Received date
- not reported in the loaded dataset
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)$1.3B total assets
Net assets$1.3BLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,263,795,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,263,795,637
- Employer contributions
- $23,407,066
- Participant contributions
- $33,550,056
- Total income / additions
- $270,539,489
- Benefits paid
- $214,316,536
- Administrative expenses
- $621,133
- Total expenses
- $215,195,314
- Net increase / (decrease)
- $55,344,175
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $69,985 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $18,873 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $17,727 | not reported in the loaded dataset |