2023 Form 5500 filing — Ascension Welfare Benefits 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 20241015131612NAL0029752945001) for Ascension Welfare Benefits Plan, reported by Ascension under EIN 45-3358926 and plan number 512. It reports 112,233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131612NAL0029752945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ascension
- EIN
- 45-3358926
- Plan number
- 512
- Location
- St Louis, MO
- Participants
- 112,233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $216,918,004
- Total liabilities (EOY)
- $145,253,402
- Net assets (EOY)
- $71,664,602
- Employer contributions
- $99,583,278
- Participant contributions
- $101,008,240
- Total income / additions
- $218,123,346
- Benefits paid
- $199,958,798
- Administrative expenses
- $11,443,729
- Total expenses
- $211,402,527
- Net increase / (decrease)
- $6,720,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sedgwick Cms Inc. | CONTRACT ADMINISTRATOR | $6,912,815 | not reported in the loaded dataset |
| Delta Dental Of Missouri | CONTRACT ADMINISTRATOR | $2,053,016 | not reported in the loaded dataset |
| Ascension Healthcare | PLAN ADMINISTRATOR | $1,137,924 | not reported in the loaded dataset |
| Telus Health | CONTRACT ADMINISTRATOR | $589,661 | not reported in the loaded dataset |
| Vision Service Plan | CONTRACT ADMINISTRATOR | $570,495 | not reported in the loaded dataset |
| Lifeworks | CONTRACT ADMINISTRATOR | $544,095 | not reported in the loaded dataset |
| Ascension Wi Employer Solutions Eap | CONTRACT ADMINISTRATOR | $238,574 | not reported in the loaded dataset |
| Greensfelder, Hemker, & Gale, Pc | LEGAL | $205,613 | not reported in the loaded dataset |
| Loomis Sayles & Co, L.P. | INVESTMENT MANAGER | $123,580 | not reported in the loaded dataset |
| Northern Trust | TRUSTEE | $73,319 | not reported in the loaded dataset |
| Aon Consulting | CONSULTING | $66,100 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | AUDITOR | $56,175 | not reported in the loaded dataset |
| Western Asset Mgmt Co. | INVESTMENT MANAGER | $54,981 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $7,224 | not reported in the loaded dataset |