2023 Form 5500 filing — Asante 403b 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 20241015140110NAL0016563331001) for Asante 403b Plan, reported by Asante under EIN 93-0223960 and plan number 002. It reports 7,487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140110NAL0016563331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Asante
- EIN
- 93-0223960
- Plan number
- 002
- Location
- Medford, OR
- Participants
- 7,487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $683,735,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $683,735,006
- Employer contributions
- $24,214,517
- Participant contributions
- $39,782,452
- Total income / additions
- $170,224,513
- Benefits paid
- $48,266,056
- Administrative expenses
- $774,016
- Total expenses
- $49,246,295
- Net increase / (decrease)
- $120,978,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $542,796 | $0 |
| Strategic Advisors | INVESTMENT ADVISOR | $157,115 | not reported in the loaded dataset |
| Advisory Services & Investments | CONSULTING | $75,000 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | CONTRACT ADMINISTRATOR | $270 | not reported in the loaded dataset |
| Voya Retirement Ins And Annuity Co | CONTRACT ADMINISTRATOR | $210 | not reported in the loaded dataset |
| The Variable Annuity Life Ins Co | CONTRACT ADMINISTRATOR | $125 | not reported in the loaded dataset |