Adventist Health 401(K) 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 401(K) Plan is a benefit plan reported by Adventist Health System/West, Inc. under EIN 95-3484589 and plan number 007. The latest loaded filing year is 2023. The filing reports 2,915 participants and $116,375,790 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
007
Plan type
2
Location
Roseville, CA
Latest filing year
2023
Participants
2,915
End-of-year plan assets
$116,375,790

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,915H, C20241003102340NAL0010397425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$116,375,790
Total liabilities (EOY)
$0
Net assets (EOY)
$116,375,790
Net assets (BOY)
$73,529,096

Income & contributions

Employer contributions
$9,322,299
Participant contributions
$16,439,587
Total contributions
$34,221,100
Total income / additions
$48,628,021

Expenses & distributions

Benefits paid
$5,263,274
Administrative expenses
$67,937
Total expenses
$5,781,327
Net increase / (decrease)
$42,846,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv OpsRECORDKEEPER$45,405$02023
Strategic Advisors,IncINV. ADVIOSRY$22,581not reported in the loaded dataset2023

Related Form 5500 pages