2023 Form 5500 filing — Deaconess Health System, Inc. 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 20241015102140NAL0028045425001) for Deaconess Health System, Inc. 401(K) Plan, reported by Deaconess Health System, Inc. under EIN 35-1532889 and plan number 010. It reports 11,479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102140NAL0028045425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deaconess Health System, Inc.
- EIN
- 35-1532889
- Plan number
- 010
- Location
- Evansville, IN
- Participants
- 11,479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $738,346,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $738,346,009
- Employer contributions
- $21,995,335
- Participant contributions
- $44,756,339
- Total income / additions
- $177,160,916
- Benefits paid
- $45,127,645
- Administrative expenses
- $417,359
- Total expenses
- $45,804,197
- Net increase / (decrease)
- $131,356,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $322,823 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $92,436 | not reported in the loaded dataset |