Orlando Health Retirement Savings Plan 403b — Form 5500 plan (Orlando 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, Orlando Health Retirement Savings Plan 403b is a benefit plan reported by Orlando Health, Inc. under EIN 59-1726273 and plan number 003. The latest loaded filing year is 2023. The filing reports 39,601 participants and $1,558,657,650 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orlando Health, Inc.
EIN
59-1726273
Plan number
003
Plan type
2
Location
Orlando, FL
Latest filing year
2023
Participants
39,601
End-of-year plan assets
$1,558,657,650

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202339,601H, C20240917132858NAL0002971457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,558,657,650
Total liabilities (EOY)
$1,559,993
Net assets (EOY)
$1,557,097,657
Net assets (BOY)
$1,220,916,158

Income & contributions

Employer contributions
$77,264,702
Participant contributions
$136,139,093
Total contributions
$239,945,086
Total income / additions
$458,655,405

Expenses & distributions

Benefits paid
$120,973,381
Administrative expenses
$1,402,933
Total expenses
$122,473,906
Net increase / (decrease)
$336,181,499

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$1,285,166$02023
Cap Financial Partners, LLCINV. ADVISORY$117,792not reported in the loaded dataset2023

Related Form 5500 pages