Plan5500

Saint Francis Health System, Inc. 401(K) Savings P — Form 5500 plan (Saint Francis Health System 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, Saint Francis Health System, Inc. 401(K) Savings P is a benefit plan reported by Saint Francis Health System Inc under EIN 73-1501972 and plan number 002. The latest loaded filing year is 2023. The filing reports 13,129 participants and $867,054,663 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saint Francis Health System Inc
EIN
73-1501972
Plan number
002
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
13,129
End-of-year plan assets
$867,054,663

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,129H, C20240809110046NAL0003417283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$867,054,663
Net assets (EOY)
$867,054,663
Net assets (BOY)
$747,887,896

Income & contributions

Employer contributions
$23,573,308
Participant contributions
$36,892,931
Total contributions
$65,861,522
Total income / additions
$197,458,283

Expenses & distributions

Benefits paid
$76,454,968
Administrative expenses
$343,815
Total expenses
$78,289,716
Net increase / (decrease)
$119,168,567

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst. Ops. Co.RECORDKEEPER$261,031$02023
Andco Consulting L.L.C.INVESTMENT ADVISOR$63,534not reported in the loaded dataset2023
Eide Bailly LlpACCOUNTANT/AUDITOR$19,250not reported in the loaded dataset2023

Related Form 5500 pages