Plan5500

Deaconess Health System, Inc. Retirement Plan — Form 5500 plan (Deaconess Health System, Inc.)

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, Deaconess Health System, Inc. Retirement Plan is a benefit plan reported by Deaconess Health System, Inc. under EIN 35-1532889 and plan number 333. The latest loaded filing year is 2023. The filing reports 4,039 participants and $273,249,173 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Deaconess Health System, Inc.
EIN
35-1532889
Plan number
333
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
4,039
End-of-year plan assets
$273,249,173

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,039H, C20241015134447NAL0028622785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$273,249,173
Total liabilities (EOY)
$47,894
Net assets (EOY)
$273,201,279
Net assets (BOY)
$254,407,198

Income & contributions

Employer contributions
$8,004,000
Total contributions
$8,004,000
Total income / additions
$37,557,183

Expenses & distributions

Benefits paid
$15,013,056
Administrative expenses
$3,750,046
Total expenses
$18,763,102
Net increase / (decrease)
$18,794,081

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$543,552$02023
Fifth Third BankNONE$167,150not reported in the loaded dataset2023
Blue & Co, LLCNONE$18,173not reported in the loaded dataset2023

Related Form 5500 pages