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, Swedishamerican 403(B) Incentivesaver Plan is a benefit plan reported by Swedishamerican Health System under EIN 36-3241458 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,236 participants and $339,804,968 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $369,540,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $369,540,093
- Net assets (BOY)
- $321,440,005
Income & contributions
- Employer contributions
- $11,465,140
- Participant contributions
- $17,259,873
- Total contributions
- $30,346,173
- Total income / additions
- $73,860,007
Expenses & distributions
- Benefits paid
- $25,312,067
- Administrative expenses
- $434,529
- Total expenses
- $25,759,919
- Net increase / (decrease)
- $48,100,088