Roper St. Francis Healthcare 403(B) Plan — Form 5500 plan (Roper St. Francis Healthcare)

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, Roper St. Francis Healthcare 403(B) Plan is a benefit plan reported by Roper St. Francis Healthcare under EIN 57-0831165 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,859 participants and $583,309,557 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roper St. Francis Healthcare
EIN
57-0831165
Plan number
003
Plan type
3
Location
Charleston, SC
Latest filing year
2023
Participants
7,859
End-of-year plan assets
$583,309,557

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,859H, C20241014105222NAL0053189346001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$583,309,557
Total liabilities (EOY)
$0
Net assets (EOY)
$583,309,557
Net assets (BOY)
$476,250,452

Income & contributions

Employer contributions
$17,144,696
Participant contributions
$35,915,448
Total contributions
$59,951,558
Total income / additions
$146,690,947

Expenses & distributions

Benefits paid
$38,783,153
Administrative expenses
$577,319
Total expenses
$39,631,842
Net increase / (decrease)
$107,059,105

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$397,448$02023
Strategic Advisors, Inc.ADVISOR$180,001not reported in the loaded dataset2023

Related Form 5500 pages