Plan5500

Carilion Clinic 403(B) Retirement Savings Plan — Form 5500 plan (Carilion Clinic)

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, Carilion Clinic 403(B) Retirement Savings Plan is a benefit plan reported by Carilion Clinic under EIN 54-1190771 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,975 participants and $722,085,709 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carilion Clinic
EIN
54-1190771
Plan number
002
Plan type
2
Location
Roanoke, VA
Latest filing year
2023
Participants
16,975
End-of-year plan assets
$722,085,709

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,975H, C20241003083342NAL0016686144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$722,085,709
Total liabilities (EOY)
$0
Net assets (EOY)
$722,085,709
Net assets (BOY)
$596,873,315

Income & contributions

Participant contributions
$65,953,981
Total contributions
$75,382,743
Total income / additions
$178,808,024

Expenses & distributions

Benefits paid
$52,549,244
Administrative expenses
$962,348
Total expenses
$53,595,630
Net increase / (decrease)
$125,212,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$866,047$02023
Capfinancial PartnersINV ADV, PARTICIPANTS$96,382not reported in the loaded dataset2023

Related Form 5500 pages