2023 Form 5500 filing — Saint Francis Health System, Inc. 401(K) Savings P
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 20240809110046NAL0003417283001) for Saint Francis Health System, Inc. 401(K) Savings P, reported by Saint Francis Health System Inc under EIN 73-1501972 and plan number 002. It reports 13,129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809110046NAL0003417283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Francis Health System Inc
- EIN
- 73-1501972
- Plan number
- 002
- Location
- Tulsa, OK
- Participants
- 13,129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $867,054,663
- Net assets (EOY)
- $867,054,663
- Employer contributions
- $23,573,308
- Participant contributions
- $36,892,931
- Total income / additions
- $197,458,283
- Benefits paid
- $76,454,968
- Administrative expenses
- $343,815
- Total expenses
- $78,289,716
- Net increase / (decrease)
- $119,168,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst. Ops. Co. | RECORDKEEPER | $261,031 | $0 |
| Andco Consulting L.L.C. | INVESTMENT ADVISOR | $63,534 | not reported in the loaded dataset |
| Eide Bailly Llp | ACCOUNTANT/AUDITOR | $19,250 | not reported in the loaded dataset |