Plan5500

Ascension Healthcare Legacy Erisa 403(B) 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 Erisa 403(B) Plan is a benefit plan reported by Ascension Health Dba Ascension Healthcare under EIN 31-1662309 and plan number 015. The latest loaded filing year is 2023. The filing reports 1,469 participants and $71,365,072 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$71.4MPlan net assets, end of year$71,365,072
Participants1.5KCovered participants reported1,469
Assets / participant$48.6KComputed: assets ÷ participants$48,581 (computed)
Provider compensation$17.5K3 Schedule C provider row(s)$17,537
Plan sponsor
Ascension Health Dba Ascension Healthcare
EIN
31-1662309
Plan number
015
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
    1,469 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)$71.4M total assets
Net assets$71.4MLiabilities—
Money in vs. money out
Total income / additions$11.2M
Total expenses$9.2M
Benefits paid / distributions$9.2M
Full reported line items

Net assets

Total assets (EOY)
$71,365,072
Net assets (EOY)
$71,365,072
Net assets (BOY)
$69,354,293

Income & contributions

Total income / additions
$11,215,187

Expenses & distributions

Benefits paid
$9,161,609
Administrative expenses
$22,312
Total expenses
$9,204,408
Net increase / (decrease)
$2,010,779
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 assets13%Computed ratio
Benefits paid ÷ total income82%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
    Transamerica Retirement Solutions$17.5K
    RECORDKEEPER · Direct $17.5K · Indirect $0
  2. 2
    Mutual Of America$74
    RECORDKEEPER · Direct $74 · Indirect $0
  3. 3
    National Financial Services$0
    SECURITIES BROKER · Direct $0 · Indirect $0

Related Form 5500 pages