Avita Health System Employee 403b Retirement Plan — Form 5500 plan (Avita Health System)
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, Avita Health System Employee 403b Retirement Plan is a benefit plan reported by Avita Health System under EIN 27-4385692 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,554 participants and $88,209,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avita Health System
- EIN
- 27-4385692
- Plan number
- 001
- Plan type
- 2
- Location
- Galion, OH
- Latest filing year
- 2023
- Participants
- 2,554
- End-of-year plan assets
- $88,209,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,554 | H, C | 20241003065143NAL0016424992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,209,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,209,731
- Net assets (BOY)
- $70,383,609
Income & contributions
- Employer contributions
- $3,946,135
- Participant contributions
- $6,553,560
- Total contributions
- $11,473,439
- Total income / additions
- $25,281,022
Expenses & distributions
- Benefits paid
- $7,378,751
- Administrative expenses
- $90,523
- Total expenses
- $7,454,900
- Net increase / (decrease)
- $17,826,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $19,822 | $79,641 | 2023 |
| Global Retirement Partners | NONE | $53,852 | not reported in the loaded dataset | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $22,814 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avita Health System
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Galion, OH
- American United Life Insurance Co — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Rt Jones Capital Equities Mgmt Inc — Schedule C compensation