2023 Form 5500 filing — Norton Healthcare 403(B) 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 20241011160518NAL0022287185001) for Norton Healthcare 403(B) Retirement Savings Plan, reported by Norton Healthcare, Inc. under EIN 61-1028725 and plan number 002. It reports 23,523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011160518NAL0022287185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norton Healthcare, Inc.
- EIN
- 61-1028725
- Plan number
- 002
- Location
- Louisville, KY
- Participants
- 23,523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,901,752,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,901,752,524
- Employer contributions
- $71,185,866
- Participant contributions
- $131,284,355
- Total income / additions
- $570,020,069
- Benefits paid
- $118,353,924
- Administrative expenses
- $1,439,497
- Total expenses
- $119,924,398
- Net increase / (decrease)
- $450,095,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,185,619 | $0 |
| Creative Planning Inc | INVESTMENT ADVISORY | $253,878 | $8,850 |
| Norton Healthcare Inc | OTHER SERVICES | $0 | $34,577 |