Atlantic Health System 403(B) Retirement Savings Plan — Form 5500 plan (Atlantic Health System 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, Atlantic Health System 403(B) Retirement Savings Plan is a benefit plan reported by Atlantic Health System Inc. under EIN 52-1958352 and plan number 006. The latest loaded filing year is 2023. The filing reports 22,744 participants and $1,020,010,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlantic Health System Inc.
EIN
52-1958352
Plan number
006
Plan type
2
Location
Morristown, NJ
Latest filing year
2023
Participants
22,744
End-of-year plan assets
$1,020,010,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202322,744H, C20241014161247NAL0045259568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,020,010,574
Total liabilities (EOY)
$0
Net assets (EOY)
$1,020,010,574
Net assets (BOY)
$759,079,123

Income & contributions

Employer contributions
$39,318,175
Participant contributions
$116,162,845
Total contributions
$175,438,442
Total income / additions
$324,703,915

Expenses & distributions

Benefits paid
$61,896,003
Administrative expenses
$1,685,358
Total expenses
$63,772,464
Net increase / (decrease)
$260,931,451

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$1,393,253not reported in the loaded dataset2023
Wiss & Company LlpNONE$75,000not reported in the loaded dataset2023
Qdro ConsultantsNONE$1,200not reported in the loaded dataset2023

Related Form 5500 pages