2023 Form 5500 filing — The Adena Health System Defined Contribution 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 20241015112652NAL0014485539003) for The Adena Health System Defined Contribution Plan, reported by Adena Health System under EIN 31-4379443 and plan number 003. It reports 4,634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112652NAL0014485539003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adena Health System
- EIN
- 31-4379443
- Plan number
- 003
- Location
- Chillicothe, OH
- Participants
- 4,634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,844,617
- Net assets (EOY)
- $104,844,617
- Total income / additions
- $15,020,828
- Benefits paid
- $10,402,885
- Administrative expenses
- $131,226
- Total expenses
- $10,534,111
- Net increase / (decrease)
- $4,486,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $131,226 | $0 |