Providence Health & Services 403(B) Value Plan — Form 5500 plan (Providence Health & Services)
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, Providence Health & Services 403(B) Value Plan is a benefit plan reported by Providence Health & Services under EIN 51-0216586 and plan number 002. The latest loaded filing year is 2023. The filing reports 87,067 participants and $6,222,775,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Providence Health & Services
- EIN
- 51-0216586
- Plan number
- 002
- Plan type
- 2
- Location
- Renton, WA
- Latest filing year
- 2023
- Participants
- 87,067
- End-of-year plan assets
- $6,222,775,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87,067 | H, C | 20241015121304NAL0028360417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,222,775,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,222,775,252
- Net assets (BOY)
- $5,696,600,588
Income & contributions
- Employer contributions
- $1,765,917
- Participant contributions
- $7,908,250
- Total contributions
- $14,301,851
- Total income / additions
- $1,083,775,842
Expenses & distributions
- Benefits paid
- $553,762,151
- Administrative expenses
- $2,075,140
- Total expenses
- $557,601,178
- Net increase / (decrease)
- $526,174,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $857,055 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $690,670 | not reported in the loaded dataset | 2023 |
| Seven Simple Machines | CONSULTANT | $333,316 | not reported in the loaded dataset | 2023 |
| Milliman Inc | CONSULTANT | $162,332 | not reported in the loaded dataset | 2023 |
| Clark Nuber P.S | ACCOUNTANT/AUDITOR | $31,767 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Providence Health & Services
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Renton, WA
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Seven Simple Machines — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Clark Nuber P.S — Schedule C compensation