Plan5500

Augusta Health Care 403b Plan — Form 5500 plan (Augusta Health Care)

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 403b Plan is a benefit plan reported by Augusta Health Care under EIN 54-1453954 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,542 participants and $126,057,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Augusta Health Care
EIN
54-1453954
Plan number
005
Plan type
2
Location
Fishersville, VA
Latest filing year
2023
Participants
2,542
End-of-year plan assets
$126,057,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,542H, C20241015145142NAL0056777122004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$126,057,690
Net assets (EOY)
$126,057,690
Net assets (BOY)
$100,800,340

Income & contributions

Participant contributions
$14,558,925
Total contributions
$17,379,993
Total income / additions
$36,262,391

Expenses & distributions

Benefits paid
$10,747,679
Administrative expenses
$257,362
Total expenses
$11,005,041
Net increase / (decrease)
$25,257,350

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement InsuranceRECORDKEEPER$252,026$02023

Related Form 5500 pages