Dartmouth Health 403(B) Plan — Form 5500 plan (Dartmouth 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, Dartmouth Health 403(B) Plan is a benefit plan reported by Dartmouth Health under EIN 26-4812335 and plan number 003. The latest loaded filing year is 2023. The filing reports 17,599 participants and $1,378,812,586 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dartmouth Health
EIN
26-4812335
Plan number
003
Plan type
2
Location
Lebanon, NH
Latest filing year
2023
Participants
17,599
End-of-year plan assets
$1,378,812,586

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317,599H, C20241014081815NAL0051534498001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,378,812,586
Total liabilities (EOY)
$0
Net assets (EOY)
$1,378,812,586
Net assets (BOY)
$971,497,026

Income & contributions

Participant contributions
$91,802,264
Total contributions
$98,315,577
Total income / additions
$260,353,097

Expenses & distributions

Benefits paid
$88,894,602
Administrative expenses
$822,386
Total expenses
$89,716,988
Net increase / (decrease)
$170,636,109

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T. Rowe PriceRECORDKEEPER$942,807$02023

Related Form 5500 pages