Promedica Health System, Inc. 403(B) Plan — Form 5500 plan (Promedica Health System, Inc.)

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, Promedica Health System, Inc. 403(B) Plan is a benefit plan reported by Promedica Health System, Inc. under EIN 34-1517671 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,645 participants and $185,973,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Promedica Health System, Inc.
EIN
34-1517671
Plan number
003
Plan type
2
Location
Toledo, OH
Latest filing year
2023
Participants
3,645
End-of-year plan assets
$185,973,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,645H, C20241015073008NAL0048388688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$185,973,843
Total liabilities (EOY)
$0
Net assets (EOY)
$185,973,843
Net assets (BOY)
$165,417,126

Income & contributions

Participant contributions
$11,045,007
Total contributions
$11,481,643
Total income / additions
$40,124,678

Expenses & distributions

Benefits paid
$19,440,829
Administrative expenses
$138,401
Total expenses
$19,567,961
Net increase / (decrease)
$20,556,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE KNOWN$99,998$02023
Strategic Advisors, Inc.NONE KNOWN$22,403not reported in the loaded dataset2023
Plante & Moran, PllcNONE KNOWN$16,000not reported in the loaded dataset2023

Related Form 5500 pages