Plan5500

Excela Health 403(B) Retirement Plan — Form 5500 plan (Excela Health)

Plain-English plan 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, Excela Health 403(B) Retirement Plan is a benefit plan reported by Excela Health under EIN 25-1471089 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,478 participants and $337,941,805 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Excela Health
EIN
25-1471089
Plan number
002
Plan type
2
Location
Greensburg, PA
Latest filing year
2023
Participants
5,478
End-of-year plan assets
$337,941,805

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,478H, C20241015101952NAL0055550754003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$337,941,805
Net assets (EOY)
$337,941,805
Net assets (BOY)
$301,030,758

Income & contributions

Employer contributions
$6,672,870
Participant contributions
$14,857,048
Total contributions
$22,125,208
Total income / additions
$70,355,106

Expenses & distributions

Benefits paid
$33,029,514
Administrative expenses
$280,439
Total expenses
$33,444,059
Net increase / (decrease)
$36,911,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$231,902$02023
Strategic Advisors, Inc.ADVISOR$44,551$02023

Related Form 5500 pages