2023 Form 5500 filing — Adena Health System Tax Deferred Annuity/Matched Savings 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 20241015112821NAL0014487939006) for Adena Health System Tax Deferred Annuity/Matched Savings Plan, reported by Adena Health System under EIN 31-4379443 and plan number 004. It reports 6,877 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112821NAL0014487939006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adena Health System
- EIN
- 31-4379443
- Plan number
- 004
- Location
- Chillicothe, OH
- Participants
- 6,877
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $211,075,131
- Net assets (EOY)
- $211,075,131
- Employer contributions
- $11,253,796
- Participant contributions
- $16,356,312
- Total income / additions
- $57,640,185
- Benefits paid
- $18,903,891
- Administrative expenses
- $285,537
- Total expenses
- $19,764,587
- Net increase / (decrease)
- $37,875,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co. | NONE | $271,438 | $0 |
| Variable Annuity Life Ins Co. | NONE | $14,099 | $0 |