Journey Health Foundation, Inc. 403(B) Thrift Plan — Form 5500 plan (Journey Health Foundation, 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, Journey Health Foundation, Inc. 403(B) Thrift Plan is a benefit plan reported by Journey Health Foundation, Inc. under EIN 58-1426458 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $8,888,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Journey Health Foundation, Inc.
EIN
58-1426458
Plan number
002
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
199
End-of-year plan assets
$8,888,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20241011104609NAL0022601377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,888,907
Total liabilities (EOY)
$0
Net assets (EOY)
$8,888,907
Net assets (BOY)
$10,003,088

Income & contributions

Employer contributions
$17,083
Participant contributions
$38,037
Total contributions
$55,120
Total income / additions
$1,447,873

Expenses & distributions

Benefits paid
$2,512,706
Administrative expenses
$49,348
Total expenses
$2,562,054
Net increase / (decrease)
-$1,114,181

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORDKEEPER$42,746$02023
Metropolitan LifeINSUANCE CARRIER$0not reported in the loaded dataset2023

Related Form 5500 pages