2023 Form 5500 filing — Carilion Clinic 401(K) Retirement 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 20241003083207NAL0010278273001) for Carilion Clinic 401(K) Retirement Savings Plan, reported by Carilion Clinic under EIN 54-1190771 and plan number 003. It reports 3,034 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003083207NAL0010278273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carilion Clinic
- EIN
- 54-1190771
- Plan number
- 003
- Location
- Roanoke, VA
- Participants
- 3,034
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,644,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,644,181
- Participant contributions
- $5,704,120
- Total income / additions
- $25,401,234
- Benefits paid
- $11,844,609
- Administrative expenses
- $172,616
- Total expenses
- $12,038,405
- Net increase / (decrease)
- $13,362,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $154,961 | $0 |
| Capfinancial Partners, L | INVESTMENT ADVISORY | $17,678 | not reported in the loaded dataset |