Summa Health Retirement Income Plan And Trust — Form 5500 plan (Summa Health)
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, Summa Health Retirement Income Plan And Trust is a benefit plan reported by Summa Health under EIN 34-1887844 and plan number 010. The latest loaded filing year is 2023. The filing reports 6,004 participants and $193,146,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summa Health
- EIN
- 34-1887844
- Plan number
- 010
- Plan type
- 2
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- 6,004
- End-of-year plan assets
- $193,146,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,004 | H, C | 20241025121029NAL0000174433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,146,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $193,146,629
- Net assets (BOY)
- $188,416,726
Income & contributions
- Participant contributions
- $65,684
- Total contributions
- $65,684
- Total income / additions
- $18,213,040
Expenses & distributions
- Benefits paid
- $13,045,310
- Administrative expenses
- $437,827
- Total expenses
- $13,483,137
- Net increase / (decrease)
- $4,729,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird And Company | not reported in the loaded dataset | $244,999 | not reported in the loaded dataset | 2023 |
| Northern Trust Compnay | not reported in the loaded dataset | $122,437 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | not reported in the loaded dataset | $34,494 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | not reported in the loaded dataset | $14,268 | not reported in the loaded dataset | 2023 |
| Equitable | not reported in the loaded dataset | $13,581 | not reported in the loaded dataset | 2023 |
| Blackrock | not reported in the loaded dataset | $8,048 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Summa Health
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Robert W. Baird And Company — Schedule C compensation
- Northern Trust Compnay — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Equitable — Schedule C compensation
- Blackrock — Schedule C compensation