2023 Form 5500 filing — Erlanger Health 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 20251002152713NAL0000650817001) for Erlanger Health 403(B) Retirement Savings Plan, reported by Erlanger Health System under EIN 88-3616696 and plan number 002. It reports 6,763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251002152713NAL0000650817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erlanger Health System
- EIN
- 88-3616696
- Plan number
- 002
- Location
- Chattanooga, TN
- Participants
- 6,763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $236,963,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,963,285
- Participant contributions
- $21,964,824
- Total income / additions
- $69,839,385
- Benefits paid
- $17,406,262
- Administrative expenses
- $172,606
- Total expenses
- $17,589,592
- Net increase / (decrease)
- $52,249,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $129,202 | $0 |