Dartmouth-Hitchcock Retirement 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-Hitchcock Retirement Plan is a benefit plan reported by Dartmouth Health under EIN 26-4812335 and plan number 004. The latest loaded filing year is 2023. The filing reports 17,019 participants and $1,030,087,445 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dartmouth Health
EIN
26-4812335
Plan number
004
Plan type
2
Location
Lebanon, NH
Latest filing year
2023
Participants
17,019
End-of-year plan assets
$1,030,087,445

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317,019H, C20241014082043NAL0014639971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,030,087,445
Total liabilities (EOY)
$0
Net assets (EOY)
$1,030,087,445
Net assets (BOY)
$904,666,174

Income & contributions

Employer contributions
$62,190,814
Participant contributions
$3,182,624
Total contributions
$65,966,485
Total income / additions
$209,186,699

Expenses & distributions

Benefits paid
$82,964,256
Administrative expenses
$801,172
Total expenses
$83,765,428
Net increase / (decrease)
$125,421,271

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe PriceNONE$907,186$02023
TiaaNONE$192$02023

Related Form 5500 pages