2023 Form 5500 filing — Avita Health System Employee 403b Retirement 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 20241003065143NAL0016424992001) for Avita Health System Employee 403b Retirement Plan, reported by Avita Health System under EIN 27-4385692 and plan number 001. It reports 2,554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003065143NAL0016424992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avita Health System
- EIN
- 27-4385692
- Plan number
- 001
- Location
- Galion, OH
- Participants
- 2,554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,209,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,209,731
- Employer contributions
- $3,946,135
- Participant contributions
- $6,553,560
- Total income / additions
- $25,281,022
- Benefits paid
- $7,378,751
- Administrative expenses
- $90,523
- Total expenses
- $7,454,900
- Net increase / (decrease)
- $17,826,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $19,822 | $79,641 |
| Global Retirement Partners | NONE | $53,852 | not reported in the loaded dataset |
| Rt Jones Capital Equities Mgmt Inc | NONE | $22,814 | not reported in the loaded dataset |