2023 Form 5500 filing — Retirement Plan Of Carilion Clinic
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 20250714091931NAL0000849537001) for Retirement Plan Of Carilion Clinic, reported by Carilion Clinic under EIN 54-1190771 and plan number 001. It reports 16,874 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714091931NAL0000849537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carilion Clinic
- EIN
- 54-1190771
- Plan number
- 001
- Location
- Roanoke, VA
- Participants
- 16,874
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,456,261,601
- Total liabilities (EOY)
- $1,393,381
- Net assets (EOY)
- $1,454,868,220
- Employer contributions
- $59,000,000
- Total income / additions
- $245,819,940
- Benefits paid
- $59,149,777
- Administrative expenses
- $5,656,169
- Total expenses
- $64,805,946
- Net increase / (decrease)
- $181,013,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goldman Sachs | NONE | $864,152 | not reported in the loaded dataset |
| Pimco | NONE | $729,865 | $0 |
| Northern Trust | NONE | $469,987 | not reported in the loaded dataset |
| Donald Smith & Co | NONE | $266,894 | not reported in the loaded dataset |
| Onyxpoint | NONE | $245,521 | $0 |
| Mercer | NONE | $154,264 | not reported in the loaded dataset |
| Parametric | NONE | $110,646 | not reported in the loaded dataset |
| Lord Abbett | NONE | $80,583 | not reported in the loaded dataset |
| Ubs | NONE | $38,916 | $0 |
| Troutman Pepper Hamilton | NONE | $32,252 | not reported in the loaded dataset |
| Brown Edwards | NONE | $25,155 | not reported in the loaded dataset |
| Pitchbook | NONE | $24,942 | not reported in the loaded dataset |
| Castle Hall Diligence | NONE | $24,660 | not reported in the loaded dataset |
| Two Sigma Investor Solutions, Lp | NONE | $15,750 | not reported in the loaded dataset |
| Strategas Securities, LLC. | NONE | $13,500 | not reported in the loaded dataset |
| Automated Mail | NONE | $11,037 | not reported in the loaded dataset |
| Antara Capital | NONE | $10,580 | not reported in the loaded dataset |
| Investment Metrics | NONE | $10,197 | not reported in the loaded dataset |
| Bca Research | NONE | $10,125 | not reported in the loaded dataset |
| Refinitiv Us LLC | NONE | $8,203 | not reported in the loaded dataset |
| Patterson Pope | NONE | $7,736 | not reported in the loaded dataset |
| Oxford Economics | NONE | $6,750 | not reported in the loaded dataset |
| Hsbc | NONE | $6,750 | not reported in the loaded dataset |
| Ned Davis Research | NONE | $5,267 | not reported in the loaded dataset |