Sentara 403(B) Savings Plan — Form 5500 plan (Sentara Healthcare)

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, Sentara 403(B) Savings Plan is a benefit plan reported by Sentara Healthcare under EIN 52-1271901 and plan number 003. The latest loaded filing year is 2023. The filing reports 40,340 participants and $3,287,712,192 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sentara Healthcare
EIN
52-1271901
Plan number
003
Plan type
2
Location
Norfolk, VA
Latest filing year
2023
Participants
40,340
End-of-year plan assets
$3,287,712,192

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340,340H, C20241014063102NAL0012936803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,287,712,192
Total liabilities (EOY)
$44,263
Net assets (EOY)
$3,287,667,929
Net assets (BOY)
$2,728,070,285

Income & contributions

Employer contributions
$54,588,942
Participant contributions
$223,983,367
Total contributions
$300,545,193
Total income / additions
$811,033,220

Expenses & distributions

Benefits paid
$249,582,660
Administrative expenses
$1,755,954
Total expenses
$251,435,576
Net increase / (decrease)
$559,597,644

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Instl OpsRECORDKEEPER$1,092,406$02023
Strategic Advisors, Inc.ADVISOR$656,440not reported in the loaded dataset2023
Lincoln National CorporationSERVICE PROVIDER$6,870$02023

Related Form 5500 pages