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, Sagewell Healthcare Benefits Trust is a benefit plan reported by Sagewell Healthcare Benefits Trust under EIN 23-3398131 and plan number 510. The latest loaded filing year is 2023. The filing reports 512,200 participants and $50,599,376 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,599,376
- Total liabilities (EOY)
- $50,385,568
- Net assets (EOY)
- $213,808
- Net assets (BOY)
- $1,488
Income & contributions
- Employer contributions
- $318,460,822
- Participant contributions
- $0
- Total contributions
- $318,470,822
- Total income / additions
- $319,671,645
Expenses & distributions
- Benefits paid
- $318,460,822
- Administrative expenses
- $998,503
- Total expenses
- $319,459,325
- Net increase / (decrease)
- $212,320