Ascension Healthcare 401(K) Retirement Savings 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 401(K) Retirement Savings Plan is a benefit plan reported by Ascension Health Dba Ascension Healthcare under EIN 31-1662309 and plan number 333. The latest loaded filing year is 2023. The filing reports 9,261 participants and $586,622,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ascension Health Dba Ascension Healthcare
- EIN
- 31-1662309
- Plan number
- 333
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
- Participants
- 9,261
- End-of-year plan assets
- $586,622,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,261 | H, C | 20240919070453NAL0002184435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $586,622,122
- Net assets (EOY)
- $586,622,122
- Net assets (BOY)
- $556,749,861
Income & contributions
- Participant contributions
- $12,694,069
- Total contributions
- $13,627,612
- Total income / additions
- $107,757,213
Expenses & distributions
- Benefits paid
- $77,517,150
- Administrative expenses
- $333,825
- Total expenses
- $77,884,952
- Net increase / (decrease)
- $29,872,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $315,465 | $0 | 2023 |
| Capital Consulting & Asset Man | SECURITIES BROKER | $33,107 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | AUDITOR | $7,469 | not reported in the loaded dataset | 2023 |
| Greensfelder, Hemker & Gale, Pc | LEGAL | $7,333 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $2,103 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ascension Health Dba Ascension Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St Louis, MO
- Transamerica Retirement Solutions — Schedule C compensation
- Capital Consulting & Asset Man — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Greensfelder, Hemker & Gale, Pc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation