The Villages Health System Employees Savings Plan — Form 5500 plan (The Villages Health System, LLC)

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, The Villages Health System Employees Savings Plan is a benefit plan reported by The Villages Health System, LLC under EIN 38-3876436 and plan number 001. The latest loaded filing year is 2023. The filing reports 676 participants and $23,313,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Villages Health System, LLC
EIN
38-3876436
Plan number
001
Plan type
2
Location
The Villages, FL
Latest filing year
2023
Participants
676
End-of-year plan assets
$23,313,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023676H, C20241002124556NAL0004798995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,313,324
Total liabilities (EOY)
$0
Net assets (EOY)
$23,313,324
Net assets (BOY)
$0

Income & contributions

Employer contributions
$974,568
Participant contributions
$3,357,441
Total contributions
$4,454,314
Total income / additions
$6,726,339

Expenses & distributions

Benefits paid
$513,800
Administrative expenses
$73,290
Total expenses
$587,090
Net increase / (decrease)
$6,139,249

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$73,290$02023

Related Form 5500 pages