Plan5500

Adventist Health System/West 403(B) Erisa Plan — Form 5500 plan (Adventist Health System/West, 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, Adventist Health System/West 403(B) Erisa Plan is a benefit plan reported by Adventist Health System/West, Inc. under EIN 95-3484589 and plan number 006. The latest loaded filing year is 2023. The filing reports 3,216 participants and $219,385,862 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adventist Health System/West, Inc.
EIN
95-3484589
Plan number
006
Plan type
2
Location
Roseville, CA
Latest filing year
2023
Participants
3,216
End-of-year plan assets
$219,385,862

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,216H, C20241003102611NAL0004785219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$219,385,862
Total liabilities (EOY)
$0
Net assets (EOY)
$219,385,862
Net assets (BOY)
$214,661,356

Income & contributions

Total contributions
$0
Total income / additions
$32,354,245

Expenses & distributions

Benefits paid
$27,408,091
Administrative expenses
$121,042
Total expenses
$27,629,739
Net increase / (decrease)
$4,724,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$89,601$02023
Strategic Advisors, IncADVISOR$21,240not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$10,550not reported in the loaded dataset2023

Related Form 5500 pages