2023 Form 5500 filing — Erlanger Health 401(A) Retirement Savings 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 20250930160901NAL0012507873001) for Erlanger Health 401(A) Retirement Savings Plan, reported by Erlanger Health System under EIN 88-3616696 and plan number 001. It reports 6,044 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$147.6MReported net assets$147,649,488
Participants6K6,044
Provider compensation$152K1 Schedule C row(s)$151,993
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250930160901NAL0012507873001
- Plan sponsor
- Erlanger Health System
- EIN
- 88-3616696
- Plan number
- 001
- Location
- Chattanooga, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$147.6M total assets
Net assets$147.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $147,649,488
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,649,488
- Employer contributions
- $16,845,726
- Total income / additions
- $35,193,402
- Benefits paid
- $8,139,960
- Administrative expenses
- $199,119
- Total expenses
- $8,339,079
- Net increase / (decrease)
- $26,854,323
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $151,993 | $0 |