Plan5500

Jefferson Health Northeast 403(B) Plan — Form 5500 plan (Aria Health)

Plain-English plan 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, Jefferson Health Northeast 403(B) Plan is a benefit plan reported by Aria Health under EIN 23-0596940 and plan number 010. The latest loaded filing year is 2023. The filing reports 6,290 participants and $366,302,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aria Health
EIN
23-0596940
Plan number
010
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
6,290
End-of-year plan assets
$366,302,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,290H, C20241015212532NAL0030949441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$366,302,904
Net assets (EOY)
$366,302,904
Net assets (BOY)
$297,819,131

Income & contributions

Employer contributions
$13,699,084
Participant contributions
$19,650,769
Total contributions
$34,724,554
Total income / additions
$85,620,364

Expenses & distributions

Benefits paid
$16,995,910
Administrative expenses
$140,681
Total expenses
$17,136,591
Net increase / (decrease)
$68,483,773

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insurance & AnnuityNONE$215,964$02023

Related Form 5500 pages