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, Adena Health System Tax Deferred Annuity/Matched Savings Plan is a benefit plan reported by Adena Health System under EIN 31-4379443 and plan number 004. The latest loaded filing year is 2023. The filing reports 6,877 participants and $211,075,131 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $211,075,131
- Net assets (EOY)
- $211,075,131
- Net assets (BOY)
- $173,199,533
Income & contributions
- Employer contributions
- $11,253,796
- Participant contributions
- $16,356,312
- Total contributions
- $28,368,744
- Total income / additions
- $57,640,185
Expenses & distributions
- Benefits paid
- $18,903,891
- Administrative expenses
- $285,537
- Total expenses
- $19,764,587
- Net increase / (decrease)
- $37,875,598