Plan5500

Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan — Form 5500 plan (Deaconess 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, Deaconess Health System, Inc. Tax Sheltered Annuity Thrift Plan is a benefit plan reported by Deaconess Health System, Inc. under EIN 35-1532889 and plan number 004. The latest loaded filing year is 2023. The filing reports 797 participants and $19,840,308 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Deaconess Health System, Inc.
EIN
35-1532889
Plan number
004
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
797
End-of-year plan assets
$19,840,308

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023797H, C20241015102040NAL0047339328001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,840,308
Total liabilities (EOY)
$0
Net assets (EOY)
$19,840,308
Net assets (BOY)
$19,403,709

Income & contributions

Total contributions
$0
Total income / additions
$2,816,643

Expenses & distributions

Benefits paid
$2,372,954
Administrative expenses
$4,357
Total expenses
$2,380,044
Net increase / (decrease)
$436,599

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, IncADVISOR$2,444not reported in the loaded dataset2023
Fidelity Inv Inst Ops CoRECORDKEEPER$1,913$02023

Related Form 5500 pages