2023 Form 5500 filing — Wellmont Health System Defined Benefit 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 20250501155813NAL0003439937001) for Wellmont Health System Defined Benefit Plan, reported by Wellmont Health System under EIN 62-1636465 and plan number 012. It reports 1,973 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501155813NAL0003439937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wellmont Health System
- EIN
- 62-1636465
- Plan number
- 012
- Location
- Kingsport, TN
- Participants
- 1,973
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,936,562
- Net assets (EOY)
- $39,936,562
- Total income / additions
- $2,055,125
- Benefits paid
- $3,001,813
- Administrative expenses
- $513,086
- Total expenses
- $3,514,899
- Net increase / (decrease)
- -$1,459,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truist Bank | NONE | $81,809 | not reported in the loaded dataset |