Plan5500

The Adena Health System Defined Contribution Plan — Form 5500 plan (Adena 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, The Adena Health System Defined Contribution Plan is a benefit plan reported by Adena Health System under EIN 31-4379443 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,634 participants and $104,844,617 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adena Health System
EIN
31-4379443
Plan number
003
Plan type
2
Location
Chillicothe, OH
Latest filing year
2023
Participants
4,634
End-of-year plan assets
$104,844,617

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,634H, C20241015112652NAL0014485539003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,844,617
Net assets (EOY)
$104,844,617
Net assets (BOY)
$100,357,900

Income & contributions

Total income / additions
$15,020,828

Expenses & distributions

Benefits paid
$10,402,885
Administrative expenses
$131,226
Total expenses
$10,534,111
Net increase / (decrease)
$4,486,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$131,226$02023

Related Form 5500 pages