2023 Form 5500 filing — Atlantic Health System 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 20241014161247NAL0045259568001) for Atlantic Health System 403(B) Retirement Savings Plan, reported by Atlantic Health System Inc. under EIN 52-1958352 and plan number 006. It reports 22,744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161247NAL0045259568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlantic Health System Inc.
- EIN
- 52-1958352
- Plan number
- 006
- Location
- Morristown, NJ
- Participants
- 22,744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,020,010,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,020,010,574
- Employer contributions
- $39,318,175
- Participant contributions
- $116,162,845
- Total income / additions
- $324,703,915
- Benefits paid
- $61,896,003
- Administrative expenses
- $1,685,358
- Total expenses
- $63,772,464
- Net increase / (decrease)
- $260,931,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $1,393,253 | not reported in the loaded dataset |
| Wiss & Company Llp | NONE | $75,000 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $1,200 | not reported in the loaded dataset |