Iowa Health System Section 401(K) Retirement Savings Plan — Form 5500 plan (Iowa Health System)

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, Iowa Health System Section 401(K) Retirement Savings Plan is a benefit plan reported by Iowa Health System under EIN 42-1435199 and plan number 006. The latest loaded filing year is 2023. The filing reports 37,463 participants and $2,955,731,563 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iowa Health System
EIN
42-1435199
Plan number
006
Plan type
2
Location
West Des Moines, IA
Latest filing year
2023
Participants
37,463
End-of-year plan assets
$2,955,731,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337,463H, C20240923141305NAL0015549120001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,955,731,563
Total liabilities (EOY)
$36,784
Net assets (EOY)
$2,955,694,779
Net assets (BOY)
$2,684,422,851

Income & contributions

Employer contributions
$78,760,937
Participant contributions
$132,919,240
Total contributions
$228,286,325
Total income / additions
$675,668,694

Expenses & distributions

Benefits paid
$405,786,481
Administrative expenses
$2,116,708
Total expenses
$410,571,609
Net increase / (decrease)
$265,097,085

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,369,288$02023
Strategic Advisors, Inc.ADVISOR$752,734not reported in the loaded dataset2023

Related Form 5500 pages