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, Owensboro Health 403(B) Safe Harbor Plan is a benefit plan reported by Owensboro Health, Inc. under EIN 61-1286361 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,499 participants and $169,210,034 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $169,210,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $169,210,034
- Net assets (BOY)
- $137,061,179
Income & contributions
- Employer contributions
- $9,739,256
- Participant contributions
- $15,283,403
- Total contributions
- $26,678,226
- Total income / additions
- $48,477,969
Expenses & distributions
- Benefits paid
- $16,090,899
- Administrative expenses
- $287,418
- Total expenses
- $16,572,930
- Net increase / (decrease)
- $31,905,039