Ballad Health 403(B) Plan — Form 5500 plan (Ballad Health)
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, Ballad Health 403(B) Plan is a benefit plan reported by Ballad Health under EIN 61-1771290 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,119 participants and $616,326,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ballad Health
- EIN
- 61-1771290
- Plan number
- 001
- Plan type
- 2
- Location
- Johnson City, TN
- Latest filing year
- 2023
- Participants
- 15,119
- End-of-year plan assets
- $616,326,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,119 | H, C | 20250430150757NAL0001376531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $616,326,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $616,326,721
- Net assets (BOY)
- $517,250,441
Income & contributions
- Employer contributions
- $24,871,322
- Participant contributions
- $44,633,648
- Total contributions
- $76,724,421
- Total income / additions
- $149,426,677
Expenses & distributions
- Benefits paid
- $49,642,450
- Administrative expenses
- $325,017
- Total expenses
- $50,350,397
- Net increase / (decrease)
- $99,076,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | NONE | $277,947 | $0 | 2023 |
| Oppenheimer & Co. Inc. | NONE | $20,200 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance Co | NONE | $10,354 | $0 | 2023 |
| Pyapc | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Chick-Fil-A | NONE | $6,396 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ballad Health
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Johnson City, TN
- Lincoln National Corporation — Schedule C compensation
- Oppenheimer & Co. Inc. — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation
- Pyapc — Schedule C compensation
- Chick-Fil-A — Schedule C compensation