Ssm Health 401(K) Plan — Form 5500 plan (Ssm Health Care Corp.)

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, Ssm Health 401(K) Plan is a benefit plan reported by Ssm Health Care Corp. under EIN 46-6029223 and plan number 005. The latest loaded filing year is 2023. The filing reports 8,271 participants and $1,263,795,637 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.3BPlan net assets, end of year$1,263,795,637
Participants8.3KCovered participants reported8,271
Assets / participant$152.8KComputed: assets ÷ participants$152,798 (computed)
Provider compensation$106.6K3 Schedule C provider row(s)$106,585
Plan sponsor
Ssm Health Care Corp.
EIN
46-6029223
Plan number
005
Plan type
2
Location
St Louis, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,271H, C20241015094349NAL0027975601001
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)$1.3B total assets
Net assets$1.3BLiabilities$0
Money in vs. money out
Total income / additions$270.5M
Total expenses$215.2M
Benefits paid / distributions$214.3M
Contributions
Employer$23.4M
Participant$33.6M
Full reported line items

Net assets

Total assets (EOY)
$1,263,795,637
Total liabilities (EOY)
$0
Net assets (EOY)
$1,263,795,637
Net assets (BOY)
$1,208,451,462

Income & contributions

Employer contributions
$23,407,066
Participant contributions
$33,550,056
Total contributions
$60,112,326
Total income / additions
$270,539,489

Expenses & distributions

Benefits paid
$214,316,536
Administrative expenses
$621,133
Total expenses
$215,195,314
Net increase / (decrease)
$55,344,175
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 assets17%Computed ratio
Benefits paid ÷ total income79%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$69,985$02023
Strategic Advisors, Inc.ADVISOR$18,873not reported in the loaded dataset2023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$17,727not reported in the loaded dataset2023

Related Form 5500 pages