Adventhealth Consolidated Erisa 403(B) Plan — Form 5500 plan (Adventhealth Benefits Administrative Committee)
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, Adventhealth Consolidated Erisa 403(B) Plan is a benefit plan reported by Adventhealth Benefits Administrative Committee under EIN 59-2170012 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,765 participants and $74,286,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adventhealth Benefits Administrative Committee
- EIN
- 59-2170012
- Plan number
- 002
- Plan type
- 2
- Location
- Altamonte Springs, FL
- Latest filing year
- 2023
- Participants
- 2,765
- End-of-year plan assets
- $74,286,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,765 | H, C | 20250605095113NAL0009046723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,286,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,286,415
- Net assets (BOY)
- $70,400,859
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $14,373,870
Expenses & distributions
- Benefits paid
- $9,131,139
- Administrative expenses
- $303,780
- Total expenses
- $9,437,607
- Net increase / (decrease)
- $4,936,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Smith & Downey | ATTORNEY/LEGAL | $36,307 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies, Llp | ACCOUNTANT/AUDITOR | $23,880 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | CONSULTANT | $10,428 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $975 | $0 | 2023 |
| Wealth Management Systems Inc | OTHER SERVICE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Adventhealth Benefits Administrative Committee
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Altamonte Springs, FL
- Smith & Downey — Schedule C compensation
- Pkf O'Connor Davies, Llp — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation