Riverside Health System 403(B) Retirement Plan — Form 5500 plan (Riverside Management Services, Inc.)

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, Riverside Health System 403(B) Retirement Plan is a benefit plan reported by Riverside Management Services, Inc. under EIN 52-1241840 and plan number 004. The latest loaded filing year is 2023. The filing reports 11,996 participants and $391,712,404 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Riverside Management Services, Inc.
EIN
52-1241840
Plan number
004
Plan type
2
Location
Newport News, VA
Latest filing year
2023
Participants
11,996
End-of-year plan assets
$391,712,404

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,996H, C20241010140917NAL0034342960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$391,712,404
Total liabilities (EOY)
$0
Net assets (EOY)
$391,712,404
Net assets (BOY)
$313,978,231

Income & contributions

Employer contributions
$581,178
Participant contributions
$40,562,840
Total contributions
$46,208,714
Total income / additions
$103,240,341

Expenses & distributions

Benefits paid
$24,993,106
Administrative expenses
$510,453
Total expenses
$25,506,168
Net increase / (decrease)
$77,734,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$508,752$02023

Related Form 5500 pages