Ascension Welfare Benefits Plan — Form 5500 plan (Ascension)
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, Ascension Welfare Benefits Plan is a benefit plan reported by Ascension under EIN 45-3358926 and plan number 512. The latest loaded filing year is 2023. The filing reports 112,233 participants and $216,918,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ascension
- EIN
- 45-3358926
- Plan number
- 512
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
- Participants
- 112,233
- End-of-year plan assets
- $216,918,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 112,233 | H, C | 20241015131612NAL0029752945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $216,918,004
- Total liabilities (EOY)
- $145,253,402
- Net assets (EOY)
- $71,664,602
- Net assets (BOY)
- $64,943,783
Income & contributions
- Employer contributions
- $99,583,278
- Participant contributions
- $101,008,240
- Total contributions
- $200,591,518
- Total income / additions
- $218,123,346
Expenses & distributions
- Benefits paid
- $199,958,798
- Administrative expenses
- $11,443,729
- Total expenses
- $211,402,527
- Net increase / (decrease)
- $6,720,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sedgwick Cms Inc. | CONTRACT ADMINISTRATOR | $6,912,815 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Missouri | CONTRACT ADMINISTRATOR | $2,053,016 | not reported in the loaded dataset | 2023 |
| Ascension Healthcare | PLAN ADMINISTRATOR | $1,137,924 | not reported in the loaded dataset | 2023 |
| Telus Health | CONTRACT ADMINISTRATOR | $589,661 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | CONTRACT ADMINISTRATOR | $570,495 | not reported in the loaded dataset | 2023 |
| Lifeworks | CONTRACT ADMINISTRATOR | $544,095 | not reported in the loaded dataset | 2023 |
| Ascension Wi Employer Solutions Eap | CONTRACT ADMINISTRATOR | $238,574 | not reported in the loaded dataset | 2023 |
| Greensfelder, Hemker, & Gale, Pc | LEGAL | $205,613 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co, L.P. | INVESTMENT MANAGER | $123,580 | not reported in the loaded dataset | 2023 |
| Northern Trust | TRUSTEE | $73,319 | not reported in the loaded dataset | 2023 |
| Aon Consulting | CONSULTING | $66,100 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | AUDITOR | $56,175 | not reported in the loaded dataset | 2023 |
| Western Asset Mgmt Co. | INVESTMENT MANAGER | $54,981 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGER | $7,224 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ascension
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St Louis, MO
- Sedgwick Cms Inc. — Schedule C compensation
- Delta Dental Of Missouri — Schedule C compensation
- Ascension Healthcare — Schedule C compensation
- Telus Health — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Lifeworks — Schedule C compensation
- Ascension Wi Employer Solutions Eap — Schedule C compensation
- Greensfelder, Hemker, & Gale, Pc — Schedule C compensation
- Loomis Sayles & Co, L.P. — Schedule C compensation
- Northern Trust — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Western Asset Mgmt Co. — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation