2023 Form 5500 filing — East Tennessee Children'S Hospital 403(B) Retirement Program
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 20241011145308NAL0039090704001) for East Tennessee Children'S Hospital 403(B) Retirement Program, reported by East Tennessee Children'S Hospital Association, Inc. under EIN 62-6002604 and plan number 001. It reports 2,506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145308NAL0039090704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- East Tennessee Children'S Hospital Association, Inc.
- EIN
- 62-6002604
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 2,506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,542,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,542,012
- Employer contributions
- $2,886,593
- Participant contributions
- $8,194,546
- Total income / additions
- $23,191,739
- Benefits paid
- $9,525,280
- Administrative expenses
- $200,489
- Total expenses
- $9,763,468
- Net increase / (decrease)
- $13,428,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group | NONE | $116,214 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | NONE | $77,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $6,476 | $0 |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset |