Wellstar Health System, Inc. Active Employees Retirement Plan A — Form 5500 plan (Wellstar Health System, 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, Wellstar Health System, Inc. Active Employees Retirement Plan A is a benefit plan reported by Wellstar Health System, Inc. under EIN 58-1649541 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,692 participants and $1,411,618,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellstar Health System, Inc.
- EIN
- 58-1649541
- Plan number
- 003
- Plan type
- 2
- Location
- Marietta, GA
- Latest filing year
- 2023
- Participants
- 5,692
- End-of-year plan assets
- $1,411,618,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,692 | H, C | 20250707095254NAL0003094433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,411,618,176
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,411,618,176
- Net assets (BOY)
- $634,820,279
Income & contributions
- Employer contributions
- $14,200,000
- Total contributions
- $14,200,000
- Total income / additions
- $106,261,381
Expenses & distributions
- Benefits paid
- $27,154,739
- Administrative expenses
- $6,331,978
- Total expenses
- $33,486,717
- Net increase / (decrease)
- $72,774,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eagle Capital | NONE | $363,913 | not reported in the loaded dataset | 2023 |
| Aon | NONE | $353,224 | not reported in the loaded dataset | 2023 |
| London Company | NONE | $312,150 | not reported in the loaded dataset | 2023 |
| Westfield | NONE | $205,717 | not reported in the loaded dataset | 2023 |
| Fiera Capital (Apex) | NONE | $203,443 | not reported in the loaded dataset | 2023 |
| Natixis-Loomis | NONE | $180,320 | not reported in the loaded dataset | 2023 |
| Fci Capital | NONE | $142,360 | not reported in the loaded dataset | 2023 |
| Ubs | NONE | $105,135 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $85,110 | not reported in the loaded dataset | 2023 |
| Richmond Capital | NONE | $84,626 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $12,148 | not reported in the loaded dataset | 2023 |
| Comerica | TRUSTEE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wellstar Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Marietta, GA
- Eagle Capital — Schedule C compensation
- Aon — Schedule C compensation
- London Company — Schedule C compensation
- Westfield — Schedule C compensation
- Fiera Capital (Apex) — Schedule C compensation
- Natixis-Loomis — Schedule C compensation
- Fci Capital — Schedule C compensation
- Ubs — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Richmond Capital — Schedule C compensation
- Milliman — Schedule C compensation
- Comerica — Schedule C compensation