2023 Form 5500 filing — Providence Health & Services 403(B) Value 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 20241015121304NAL0028360417001) for Providence Health & Services 403(B) Value Plan, reported by Providence Health & Services under EIN 51-0216586 and plan number 002. It reports 87,067 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121304NAL0028360417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Providence Health & Services
- EIN
- 51-0216586
- Plan number
- 002
- Location
- Renton, WA
- Participants
- 87,067
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,222,775,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,222,775,252
- Employer contributions
- $1,765,917
- Participant contributions
- $7,908,250
- Total income / additions
- $1,083,775,842
- Benefits paid
- $553,762,151
- Administrative expenses
- $2,075,140
- Total expenses
- $557,601,178
- Net increase / (decrease)
- $526,174,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $857,055 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $690,670 | not reported in the loaded dataset |
| Seven Simple Machines | CONSULTANT | $333,316 | not reported in the loaded dataset |
| Milliman Inc | CONSULTANT | $162,332 | not reported in the loaded dataset |
| Clark Nuber P.S | ACCOUNTANT/AUDITOR | $31,767 | not reported in the loaded dataset |