Iu Health 401(K) Savings Plan — Form 5500 plan (Indiana University Health 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, Iu Health 401(K) Savings Plan is a benefit plan reported by Indiana University Health Inc. under EIN 35-1955872 and plan number 005. The latest loaded filing year is 2023. The filing reports 52,304 participants and $3,907,792,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indiana University Health Inc.
- EIN
- 35-1955872
- Plan number
- 005
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 52,304
- End-of-year plan assets
- $3,907,792,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 52,304 | H, C | 20240827105505NAL0010776241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,907,792,365
- Total liabilities (EOY)
- $659,020
- Net assets (EOY)
- $3,907,133,345
- Net assets (BOY)
- $3,244,755,841
Income & contributions
- Employer contributions
- $114,911,503
- Participant contributions
- $209,667,477
- Total contributions
- $343,898,748
- Total income / additions
- $934,642,510
Expenses & distributions
- Benefits paid
- $269,563,031
- Administrative expenses
- $2,701,975
- Total expenses
- $272,265,006
- Net increase / (decrease)
- $662,377,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $1,794,075 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT | $710,921 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | OTHER | $125,834 | not reported in the loaded dataset | 2023 |
| Vestia Advisors LLC | NONE | $56,991 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $17,705 | not reported in the loaded dataset | 2023 |
| Hurlow Wealth Mgmt Group Inc. | NONE | $11,308 | not reported in the loaded dataset | 2023 |
| Total Wealth Planning LLC | NONE | $10,990 | not reported in the loaded dataset | 2023 |
| Wallington Asset Management LLC | NONE | $7,822 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $6,933 | not reported in the loaded dataset | 2023 |
| Precedent Financial Strategies | NONE | $5,995 | not reported in the loaded dataset | 2023 |
| Comprehensive Financial | NONE | $5,294 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $5,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indiana University Health Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Vestia Advisors LLC — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Hurlow Wealth Mgmt Group Inc. — Schedule C compensation
- Total Wealth Planning LLC — Schedule C compensation
- Wallington Asset Management LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Precedent Financial Strategies — Schedule C compensation
- Comprehensive Financial — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation