2023 Form 5500 filing — Ballad Health 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 20250501065007NAL0004443856001) for Ballad Health 401(K) Plan, reported by Ballad Health under EIN 61-1771290 and plan number 002. It reports 2,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501065007NAL0004443856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ballad Health
- EIN
- 61-1771290
- Plan number
- 002
- Location
- Johnson City, TN
- Participants
- 2,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,861,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,861,821
- Employer contributions
- $2,883,488
- Participant contributions
- $4,579,012
- Total income / additions
- $22,038,763
- Benefits paid
- $11,431,295
- Administrative expenses
- $60,253
- Total expenses
- $11,521,492
- Net increase / (decrease)
- $10,517,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | NONE | $52,383 | $0 |