2023 Form 5500 filing — Excela Health 403(B) Retirement 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 20241015101952NAL0055550754003) for Excela Health 403(B) Retirement Plan, reported by Excela Health under EIN 25-1471089 and plan number 002. It reports 5,478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101952NAL0055550754003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excela Health
- EIN
- 25-1471089
- Plan number
- 002
- Location
- Greensburg, PA
- Participants
- 5,478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $337,941,805
- Net assets (EOY)
- $337,941,805
- Employer contributions
- $6,672,870
- Participant contributions
- $14,857,048
- Total income / additions
- $70,355,106
- Benefits paid
- $33,029,514
- Administrative expenses
- $280,439
- Total expenses
- $33,444,059
- Net increase / (decrease)
- $36,911,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $231,902 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $44,551 | $0 |