Defined Contribution Retirement Plan For The Employees Of Excela Health Holding Companies — 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, Defined Contribution Retirement Plan For The Employees Of Excela Health Holding Companies is a benefit plan reported by Excela Health under EIN 25-1471089 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,428 participants and $148,742,698 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Excela Health
EIN
25-1471089
Plan number
003
Plan type
2
Location
Greensburg, PA
Latest filing year
2023
Participants
1,428
End-of-year plan assets
$148,742,698

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,428H, C20241015064406NAL0015916611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$148,742,698
Total liabilities (EOY)
$0
Net assets (EOY)
$148,742,698
Net assets (BOY)
$122,462,410

Income & contributions

Employer contributions
$4,206,099
Participant contributions
$9,076,885
Total contributions
$14,053,104
Total income / additions
$37,206,944

Expenses & distributions

Benefits paid
$10,825,605
Administrative expenses
$80,950
Total expenses
$10,926,656
Net increase / (decrease)
$26,280,288

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$62,193$02023
Strategic Advisors, Inc.ADVISOR$18,906not reported in the loaded dataset2023

Related Form 5500 pages