Augusta Health Care Retirement Savings Plan — Form 5500 plan (Augusta Health Care Retirement Savings Plan)

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, Augusta Health Care Retirement Savings Plan is a benefit plan reported by Augusta Health Care Retirement Savings Plan under EIN 54-1453954 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,433 participants and $101,486,808 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Augusta Health Care Retirement Savings Plan
EIN
54-1453954
Plan number
002
Plan type
2
Location
Fishersville, VA
Latest filing year
2023
Participants
2,433
End-of-year plan assets
$101,486,808

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,433H, C20241015144637NAL0016661523003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,486,808
Net assets (EOY)
$101,486,808
Net assets (BOY)
$86,932,467

Income & contributions

Employer contributions
$7,801,000
Total contributions
$8,245,181
Total income / additions
$23,343,596

Expenses & distributions

Benefits paid
$8,587,888
Administrative expenses
$201,367
Total expenses
$8,789,255
Net increase / (decrease)
$14,554,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement InsuranceRECORDKEEPER$201,367$02023

Related Form 5500 pages