2023 Form 5500 filing — Erlanger Health 401(A) 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 20250930160901NAL0012507873001) for Erlanger Health 401(A) Retirement Savings Plan, reported by Erlanger Health System under EIN 88-3616696 and plan number 001. It reports 6,044 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250930160901NAL0012507873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erlanger Health System
- EIN
- 88-3616696
- Plan number
- 001
- Location
- Chattanooga, TN
- Participants
- 6,044
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,649,488
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,649,488
- Employer contributions
- $16,845,726
- Total income / additions
- $35,193,402
- Benefits paid
- $8,139,960
- Administrative expenses
- $199,119
- Total expenses
- $8,339,079
- Net increase / (decrease)
- $26,854,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $151,993 | $0 |