2023 Form 5500 filing — Iu Health 401(K) Savings Plan
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 20240827105505NAL0010776241001) for Iu Health 401(K) Savings Plan, reported by Indiana University Health Inc. under EIN 35-1955872 and plan number 005. It reports 52,304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827105505NAL0010776241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana University Health Inc.
- EIN
- 35-1955872
- Plan number
- 005
- Location
- Indianapolis, IN
- Participants
- 52,304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,907,792,365
- Total liabilities (EOY)
- $659,020
- Net assets (EOY)
- $3,907,133,345
- Employer contributions
- $114,911,503
- Participant contributions
- $209,667,477
- Total income / additions
- $934,642,510
- Benefits paid
- $269,563,031
- Administrative expenses
- $2,701,975
- Total expenses
- $272,265,006
- Net increase / (decrease)
- $662,377,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $1,794,075 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT | $710,921 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | OTHER | $125,834 | not reported in the loaded dataset |
| Vestia Advisors LLC | NONE | $56,991 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $17,705 | not reported in the loaded dataset |
| Hurlow Wealth Mgmt Group Inc. | NONE | $11,308 | not reported in the loaded dataset |
| Total Wealth Planning LLC | NONE | $10,990 | not reported in the loaded dataset |
| Wallington Asset Management LLC | NONE | $7,822 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $6,933 | not reported in the loaded dataset |
| Precedent Financial Strategies | NONE | $5,995 | not reported in the loaded dataset |
| Comprehensive Financial | NONE | $5,294 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $5,100 | not reported in the loaded dataset |