Plan5500

Adena Health System Tax Deferred Annuity/Matched Savings 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, Adena Health System Tax Deferred Annuity/Matched Savings Plan is a benefit plan reported by Adena Health System under EIN 31-4379443 and plan number 004. The latest loaded filing year is 2023. The filing reports 6,877 participants and $211,075,131 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$211.1MPlan net assets, end of year$211,075,131
Participants6.9KCovered participants reported6,877
Assets / participant$30.7KComputed: assets ÷ participants$30,693 (computed)
Provider compensation$285.5K2 Schedule C provider row(s)$285,537
Plan sponsor
Adena Health System
EIN
31-4379443
Plan number
004
Plan type
2
Location
Chillicothe, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    6,877 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$211.1M total assets
Net assets$211.1MLiabilities—
Money in vs. money out
Total income / additions$57.6M
Total expenses$19.8M
Benefits paid / distributions$18.9M
Contributions
Employer$11.3M
Participant$16.4M
Full reported line items

Net assets

Total assets (EOY)
$211,075,131
Net assets (EOY)
$211,075,131
Net assets (BOY)
$173,199,533

Income & contributions

Employer contributions
$11,253,796
Participant contributions
$16,356,312
Total contributions
$28,368,744
Total income / additions
$57,640,185

Expenses & distributions

Benefits paid
$18,903,891
Administrative expenses
$285,537
Total expenses
$19,764,587
Net increase / (decrease)
$37,875,598
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Valic Retirement Services Co.$271.4K
    NONE · Direct $271.4K · Indirect $0
  2. 2
    Variable Annuity Life Ins Co.$14.1K
    NONE · Direct $14.1K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Adena Health System Tax Deferred Annuity/Matched Savings Plan?
Adena Health System Tax Deferred Annuity/Matched Savings Plan is reported as sponsored by Adena Health System (EIN 31-4379443, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Adena Health System Tax Deferred Annuity/Matched Savings Plan?
The latest Form 5500 filing year loaded for Adena Health System Tax Deferred Annuity/Matched Savings Plan is 2023.
How many participants does Adena Health System Tax Deferred Annuity/Matched Savings Plan report?
Adena Health System Tax Deferred Annuity/Matched Savings Plan reports 6,877 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Adena Health System Tax Deferred Annuity/Matched Savings Plan?
Adena Health System Tax Deferred Annuity/Matched Savings Plan reports $211,075,131 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages