Au Health System, Inc. 403(B) Retirement Savings Plan — Form 5500 plan (Au Health System, Inc.)

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, Au Health System, Inc. 403(B) Retirement Savings Plan is a benefit plan reported by Au Health System, Inc. under EIN 27-2999718 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,324 participants and $325,912,447 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Au Health System, Inc.
EIN
27-2999718
Plan number
001
Plan type
2
Location
Augusta, GA
Latest filing year
2023
Participants
9,324
End-of-year plan assets
$325,912,447

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,324H, C20250430163730NAL0004364114001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$325,912,447
Net assets (EOY)
$325,912,447
Net assets (BOY)
$278,904,556

Income & contributions

Employer contributions
$12,286,278
Participant contributions
$18,440,697
Total contributions
$33,522,490
Total income / additions
$70,092,945

Expenses & distributions

Benefits paid
$21,978,822
Administrative expenses
$542,938
Total expenses
$23,085,054
Net increase / (decrease)
$47,007,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$542,938$02023

Related Form 5500 pages