2023 Form 5500 filing — Wellstar Health System, Inc. Supplemental 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 20250415213229NAL0004050801001) for Wellstar Health System, Inc. Supplemental Retirement Savings Plan, reported by Wellstar Health System, Inc. under EIN 58-1649541 and plan number 002. It reports 33,440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415213229NAL0004050801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wellstar Health System, Inc.
- EIN
- 58-1649541
- Plan number
- 002
- Location
- Marietta, GA
- Participants
- 33,440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,089,701,173
- Net assets (EOY)
- $2,089,701,173
- Employer contributions
- $115,620,385
- Participant contributions
- $140,504,468
- Total income / additions
- $535,735,043
- Benefits paid
- $146,273,700
- Administrative expenses
- $1,860,662
- Total expenses
- $151,650,620
- Net increase / (decrease)
- $384,084,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $1,780,362 | $0 |
| Ubs Insititutional Consulting Group | CONSULTANT | $50,000 | not reported in the loaded dataset |
| Aon Hewitt Inv Consulting, Inc | CONSULTANT | $30,300 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $4,071 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |