Stormont-Vail Healthcare Employee 403(B) Plan — Form 5500 plan (Stormont Vail Healthcare)

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, Stormont-Vail Healthcare Employee 403(B) Plan is a benefit plan reported by Stormont Vail Healthcare under EIN 48-0543789 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,132 participants and $553,480,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stormont Vail Healthcare
EIN
48-0543789
Plan number
002
Plan type
2
Location
Topeka, KS
Latest filing year
2023
Participants
7,132
End-of-year plan assets
$553,480,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,132H, C20250711102714NAL0006222353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$553,480,370
Total liabilities (EOY)
$0
Net assets (EOY)
$553,480,370
Net assets (BOY)
$430,277,334

Income & contributions

Employer contributions
$17,628,456
Participant contributions
$29,791,078
Total contributions
$51,218,128
Total income / additions
$162,288,654

Expenses & distributions

Benefits paid
$38,226,820
Administrative expenses
$852,215
Total expenses
$39,085,618
Net increase / (decrease)
$123,203,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.NO RELATIONSHIP$539,397not reported in the loaded dataset2023
Fidelity Invs Inst Op Co, Inc.NO RELATIONSHIP$309,373not reported in the loaded dataset2023

Related Form 5500 pages