Centra Health Matching Tax Deferred Savings Plan — Form 5500 plan (Centra Health, 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, Centra Health Matching Tax Deferred Savings Plan is a benefit plan reported by Centra Health, Inc. under EIN 54-0715569 and plan number 002. The latest loaded filing year is 2023. The filing reports 12,458 participants and $669,994,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centra Health, Inc.
- EIN
- 54-0715569
- Plan number
- 002
- Plan type
- 2
- Location
- Lynchburg, VA
- Latest filing year
- 2023
- Participants
- 12,458
- End-of-year plan assets
- $669,994,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,458 | H, C | 20241011143953NAL0039026480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $669,994,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $669,994,115
- Net assets (BOY)
- $594,755,458
Income & contributions
- Employer contributions
- $20,091,289
- Participant contributions
- $29,345,999
- Total contributions
- $63,322,519
- Total income / additions
- $156,340,689
Expenses & distributions
- Benefits paid
- $79,928,459
- Administrative expenses
- $691,831
- Total expenses
- $81,102,032
- Net increase / (decrease)
- $75,238,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $599,779 | $0 | 2023 |
| Bdo Usa, P.C. | AUDITOR | $37,180 | not reported in the loaded dataset | 2023 |
| Laneve Financial Guidance, LLC | SECURITIES BROKER | $33,782 | not reported in the loaded dataset | 2023 |
| Moneywise, Inc. | SECURITIES BROKER | $15,614 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $2,698 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centra Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Lynchburg, VA
- Transamerica Retirement Solutions — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Laneve Financial Guidance, LLC — Schedule C compensation
- Moneywise, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation