Tax Deferred Savings 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, Tax Deferred Savings Plan Of Novant Health, Inc. is a benefit plan reported by Novant Health, Inc. under EIN 56-1376950 and plan number 003. The latest loaded filing year is 2023. The filing reports 48,980 participants and $2,233,437,356 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
003
Plan type
2
Location
Winston-Salem, NC
Latest filing year
2023
Participants
48,980
End-of-year plan assets
$2,233,437,356

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202348,980H, C20240730095651NAL0013257699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,233,437,356
Total liabilities (EOY)
$530,924
Net assets (EOY)
$2,232,906,432
Net assets (BOY)
$1,869,937,828

Income & contributions

Employer contributions
$12,806
Participant contributions
$198,897,792
Total contributions
$219,660,753
Total income / additions
$538,451,508

Expenses & distributions

Benefits paid
$172,899,907
Administrative expenses
$2,377,379
Total expenses
$175,482,904
Net increase / (decrease)
$362,968,604

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,377,379$02023

Related Form 5500 pages