2023 Form 5500 filing — Deaconess Health System, Inc. Tax Sheltered Annuity Thrift 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 20241015102040NAL0047339328001) for Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan, reported by Deaconess Health System, Inc. under EIN 35-1532889 and plan number 004. It reports 797 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102040NAL0047339328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deaconess Health System, Inc.
- EIN
- 35-1532889
- Plan number
- 004
- Location
- Evansville, IN
- Participants
- 797
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,840,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,840,308
- Total income / additions
- $2,816,643
- Benefits paid
- $2,372,954
- Administrative expenses
- $4,357
- Total expenses
- $2,380,044
- Net increase / (decrease)
- $436,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc | ADVISOR | $2,444 | not reported in the loaded dataset |
| Fidelity Inv Inst Ops Co | RECORDKEEPER | $1,913 | $0 |