Savings And Supplemental Retirement Plan Of Novant Health, Inc. — Form 5500 plan (Novant Health, 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, Savings And Supplemental Retirement Plan Of Novant Health, Inc. is a benefit plan reported by Novant Health, Inc. under EIN 56-1376950 and plan number 002. The latest loaded filing year is 2023. The filing reports 42,741 participants and $1,503,623,633 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Novant Health, Inc.
EIN
56-1376950
Plan number
002
Plan type
2
Location
Winston Salem, NC
Latest filing year
2023
Participants
42,741
End-of-year plan assets
$1,503,623,633

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202342,741H, C20240730090055NAL0013225075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,503,623,633
Total liabilities (EOY)
$77,221
Net assets (EOY)
$1,503,546,412
Net assets (BOY)
$1,275,320,863

Income & contributions

Employer contributions
$139,708,459
Participant contributions
$19,373,861
Total contributions
$161,175,516
Total income / additions
$373,930,685

Expenses & distributions

Benefits paid
$145,529,884
Administrative expenses
$136,909
Total expenses
$145,705,136
Net increase / (decrease)
$228,225,549

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$136,909$02023

Related Form 5500 pages