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 401(K) Retirement Savings Plan is a benefit plan reported by Carilion Clinic under EIN 54-1190771 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,034 participants and $125,644,181 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,644,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,644,181
- Net assets (BOY)
- $112,281,352
Income & contributions
- Participant contributions
- $5,704,120
- Total contributions
- $6,147,303
- Total income / additions
- $25,401,234
Expenses & distributions
- Benefits paid
- $11,844,609
- Administrative expenses
- $172,616
- Total expenses
- $12,038,405
- Net increase / (decrease)
- $13,362,829