2023 Form 5500 filing — Jefferson Health Northeast 403(B) 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 20241015212532NAL0030949441001) for Jefferson Health Northeast 403(B) Plan, reported by Aria Health under EIN 23-0596940 and plan number 010. It reports 6,290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212532NAL0030949441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aria Health
- EIN
- 23-0596940
- Plan number
- 010
- Location
- Philadelphia, PA
- Participants
- 6,290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $366,302,904
- Net assets (EOY)
- $366,302,904
- Employer contributions
- $13,699,084
- Participant contributions
- $19,650,769
- Total income / additions
- $85,620,364
- Benefits paid
- $16,995,910
- Administrative expenses
- $140,681
- Total expenses
- $17,136,591
- Net increase / (decrease)
- $68,483,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance & Annuity | NONE | $215,964 | $0 |