Navicent Health 403(B) Retirement Savings Plan — Form 5500 plan (Navicent 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, Navicent Health 403(B) Retirement Savings Plan is a benefit plan reported by Navicent Health, Inc. under EIN 58-2149127 and plan number 003. The latest loaded filing year is 2023. The filing reports 10,700 participants and $505,799,371 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Navicent Health, Inc.
EIN
58-2149127
Plan number
003
Plan type
2
Location
Macon, GA
Latest filing year
2023
Participants
10,700
End-of-year plan assets
$505,799,371

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,700H, C20250416071131NAL0002113603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$505,799,371
Net assets (EOY)
$505,799,371
Net assets (BOY)
$429,726,014

Income & contributions

Employer contributions
$12,213,480
Participant contributions
$24,794,595
Total contributions
$38,170,255
Total income / additions
$112,090,599

Expenses & distributions

Benefits paid
$35,533,780
Administrative expenses
$202,839
Total expenses
$36,017,242
Net increase / (decrease)
$76,073,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Service CompanyNONE$201,230$02023
Lincoln National CorporationNONE$175$02023

Related Form 5500 pages