2023 Form 5500 filing — Au Health System, Inc. 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 20250430163730NAL0004364114001) for Au Health System, Inc. 403(B) Retirement Savings Plan, reported by Au Health System, Inc. under EIN 27-2999718 and plan number 001. It reports 9,324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430163730NAL0004364114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Au Health System, Inc.
- EIN
- 27-2999718
- Plan number
- 001
- Location
- Augusta, GA
- Participants
- 9,324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $325,912,447
- Net assets (EOY)
- $325,912,447
- Employer contributions
- $12,286,278
- Participant contributions
- $18,440,697
- Total income / additions
- $70,092,945
- Benefits paid
- $21,978,822
- Administrative expenses
- $542,938
- Total expenses
- $23,085,054
- Net increase / (decrease)
- $47,007,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $542,938 | $0 |