Deaconess Health System, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Deaconess Health System, Inc. under EIN 35-1532889 and plan number 010. The latest loaded filing year is 2023. The filing reports 11,479 participants and $738,346,009 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
010
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
11,479
End-of-year plan assets
$738,346,009

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,479H, C20241015102140NAL0028045425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$738,346,009
Total liabilities (EOY)
$0
Net assets (EOY)
$738,346,009
Net assets (BOY)
$559,154,051

Income & contributions

Employer contributions
$21,995,335
Participant contributions
$44,756,339
Total contributions
$72,550,003
Total income / additions
$177,160,916

Expenses & distributions

Benefits paid
$45,127,645
Administrative expenses
$417,359
Total expenses
$45,804,197
Net increase / (decrease)
$131,356,719

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$322,823$02023
Strategic Advisors, Inc.ADVISOR$92,436not reported in the loaded dataset2023

Related Form 5500 pages