2023 Form 5500 filing — Riverside Health System 403(B) 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 20241010140917NAL0034342960001) for Riverside Health System 403(B) Retirement Plan, reported by Riverside Management Services, Inc. under EIN 52-1241840 and plan number 004. It reports 11,996 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$391.7MReported net assets$391,712,404
Participants12K11,996
Provider compensation$508.8K1 Schedule C row(s)$508,752
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010140917NAL0034342960001
Plan sponsor
Riverside Management Services, Inc.
EIN
52-1241840
Plan number
004
Location
Newport News, VA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$391.7M total assets
Net assets$391.7MLiabilities$0
Money in vs. money out
Total income / additions$103.2M
Total expenses$25.5M
Benefits paid / distributions$25M
Contributions
Employer$581.2K
Participant$40.6M
Full reported line items
Total assets (EOY)
$391,712,404
Total liabilities (EOY)
$0
Net assets (EOY)
$391,712,404
Employer contributions
$581,178
Participant contributions
$40,562,840
Total income / additions
$103,240,341
Benefits paid
$24,993,106
Administrative expenses
$510,453
Total expenses
$25,506,168
Net increase / (decrease)
$77,734,173

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$508,752$0

Related Form 5500 pages