2023 Form 5500 filing — Tax Deferred Savings Plan Of Novant Health, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730095651NAL0013257699001) for Tax Deferred Savings Plan Of Novant Health, Inc., reported by Novant Health, Inc. under EIN 56-1376950 and plan number 003. It reports 48,980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730095651NAL0013257699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Novant Health, Inc.
- EIN
- 56-1376950
- Plan number
- 003
- Location
- Winston-Salem, NC
- Participants
- 48,980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,233,437,356
- Total liabilities (EOY)
- $530,924
- Net assets (EOY)
- $2,232,906,432
- Employer contributions
- $12,806
- Participant contributions
- $198,897,792
- Total income / additions
- $538,451,508
- Benefits paid
- $172,899,907
- Administrative expenses
- $2,377,379
- Total expenses
- $175,482,904
- Net increase / (decrease)
- $362,968,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,377,379 | $0 |