Ascension Healthcare Legacy Money Purchase Pension Plan — Form 5500 plan (Ascension Health Dba Ascension Healthcare)

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, Ascension Healthcare Legacy Money Purchase Pension Plan is a benefit plan reported by Ascension Health Dba Ascension Healthcare under EIN 31-1662309 and plan number 008. The latest loaded filing year is 2023. The filing reports 715 participants and $13,417,498 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.4MPlan net assets, end of year$13,417,498
Participants715Covered participants reported
Assets / participant$18.8KComputed: assets ÷ participants$18,766 (computed)
Provider compensation$7.4K2 Schedule C provider row(s)$7,354
Plan sponsor
Ascension Health Dba Ascension Healthcare
EIN
31-1662309
Plan number
008
Plan type
2
Location
St Louis, MO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    715 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.4M total assets
Net assets$13.4MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Full reported line items

Net assets

Total assets (EOY)
$13,417,498
Net assets (EOY)
$13,417,498
Net assets (BOY)
$13,316,377

Income & contributions

Total income / additions
$1,699,089

Expenses & distributions

Benefits paid
$1,590,454
Administrative expenses
$7,514
Total expenses
$1,597,968
Net increase / (decrease)
$101,121
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income94%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $7.4K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

Related Form 5500 pages