Retirement Plan Of Carilion Clinic — Form 5500 plan (Carilion Clinic)
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, Retirement Plan Of Carilion Clinic is a benefit plan reported by Carilion Clinic under EIN 54-1190771 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,874 participants and $1,456,261,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carilion Clinic
- EIN
- 54-1190771
- Plan number
- 001
- Plan type
- 2
- Location
- Roanoke, VA
- Latest filing year
- 2023
- Participants
- 16,874
- End-of-year plan assets
- $1,456,261,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,874 | H, C | 20250714091931NAL0000849537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,456,261,601
- Total liabilities (EOY)
- $1,393,381
- Net assets (EOY)
- $1,454,868,220
- Net assets (BOY)
- $1,273,854,226
Income & contributions
- Employer contributions
- $59,000,000
- Total contributions
- $59,000,000
- Total income / additions
- $245,819,940
Expenses & distributions
- Benefits paid
- $59,149,777
- Administrative expenses
- $5,656,169
- Total expenses
- $64,805,946
- Net increase / (decrease)
- $181,013,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goldman Sachs | NONE | $864,152 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $729,865 | $0 | 2023 |
| Northern Trust | NONE | $469,987 | not reported in the loaded dataset | 2023 |
| Donald Smith & Co | NONE | $266,894 | not reported in the loaded dataset | 2023 |
| Onyxpoint | NONE | $245,521 | $0 | 2023 |
| Mercer | NONE | $154,264 | not reported in the loaded dataset | 2023 |
| Parametric | NONE | $110,646 | not reported in the loaded dataset | 2023 |
| Lord Abbett | NONE | $80,583 | not reported in the loaded dataset | 2023 |
| Ubs | NONE | $38,916 | $0 | 2023 |
| Troutman Pepper Hamilton | NONE | $32,252 | not reported in the loaded dataset | 2023 |
| Brown Edwards | NONE | $25,155 | not reported in the loaded dataset | 2023 |
| Pitchbook | NONE | $24,942 | not reported in the loaded dataset | 2023 |
| Castle Hall Diligence | NONE | $24,660 | not reported in the loaded dataset | 2023 |
| Two Sigma Investor Solutions, Lp | NONE | $15,750 | not reported in the loaded dataset | 2023 |
| Strategas Securities, LLC. | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Automated Mail | NONE | $11,037 | not reported in the loaded dataset | 2023 |
| Antara Capital | NONE | $10,580 | not reported in the loaded dataset | 2023 |
| Investment Metrics | NONE | $10,197 | not reported in the loaded dataset | 2023 |
| Bca Research | NONE | $10,125 | not reported in the loaded dataset | 2023 |
| Refinitiv Us LLC | NONE | $8,203 | not reported in the loaded dataset | 2023 |
| Patterson Pope | NONE | $7,736 | not reported in the loaded dataset | 2023 |
| Oxford Economics | NONE | $6,750 | not reported in the loaded dataset | 2023 |
| Hsbc | NONE | $6,750 | not reported in the loaded dataset | 2023 |
| Ned Davis Research | NONE | $5,267 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carilion Clinic
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Roanoke, VA
- Goldman Sachs — Schedule C compensation
- Pimco — Schedule C compensation
- Northern Trust — Schedule C compensation
- Donald Smith & Co — Schedule C compensation
- Onyxpoint — Schedule C compensation
- Mercer — Schedule C compensation
- Parametric — Schedule C compensation
- Lord Abbett — Schedule C compensation
- Ubs — Schedule C compensation
- Troutman Pepper Hamilton — Schedule C compensation
- Brown Edwards — Schedule C compensation
- Pitchbook — Schedule C compensation
- Castle Hall Diligence — Schedule C compensation
- Two Sigma Investor Solutions, Lp — Schedule C compensation
- Strategas Securities, LLC. — Schedule C compensation
- Automated Mail — Schedule C compensation
- Antara Capital — Schedule C compensation
- Investment Metrics — Schedule C compensation
- Bca Research — Schedule C compensation
- Refinitiv Us LLC — Schedule C compensation
- Patterson Pope — Schedule C compensation
- Oxford Economics — Schedule C compensation
- Hsbc — Schedule C compensation
- Ned Davis Research — Schedule C compensation