2023 Form 5500 filing — Adventhealth Consolidated Erisa 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 20250605095113NAL0009046723001) for Adventhealth Consolidated Erisa 403(B) Plan, reported by Adventhealth Benefits Administrative Committee under EIN 59-2170012 and plan number 002. It reports 2,765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250605095113NAL0009046723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adventhealth Benefits Administrative Committee
- EIN
- 59-2170012
- Plan number
- 002
- Location
- Altamonte Springs, FL
- Participants
- 2,765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,286,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,286,415
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $14,373,870
- Benefits paid
- $9,131,139
- Administrative expenses
- $303,780
- Total expenses
- $9,437,607
- Net increase / (decrease)
- $4,936,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smith & Downey | ATTORNEY/LEGAL | $36,307 | not reported in the loaded dataset |
| Pkf O'Connor Davies, Llp | ACCOUNTANT/AUDITOR | $23,880 | not reported in the loaded dataset |
| Merrill Lynch | CONSULTANT | $10,428 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $975 | $0 |
| Wealth Management Systems Inc | OTHER SERVICE | $0 | $0 |