Wellstar Health System, Inc. Supplemental Retirement Savings Plan — Form 5500 plan (Wellstar Health System, 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, Wellstar Health System, Inc. Supplemental Retirement Savings Plan is a benefit plan reported by Wellstar Health System, Inc. under EIN 58-1649541 and plan number 002. The latest loaded filing year is 2023. The filing reports 33,440 participants and $2,089,701,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellstar Health System, Inc.
- EIN
- 58-1649541
- Plan number
- 002
- Plan type
- 2
- Location
- Marietta, GA
- Latest filing year
- 2023
- Participants
- 33,440
- End-of-year plan assets
- $2,089,701,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33,440 | H, C | 20250415213229NAL0004050801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,089,701,173
- Net assets (EOY)
- $2,089,701,173
- Net assets (BOY)
- $1,705,581,692
Income & contributions
- Employer contributions
- $115,620,385
- Participant contributions
- $140,504,468
- Total contributions
- $267,961,789
- Total income / additions
- $535,735,043
Expenses & distributions
- Benefits paid
- $146,273,700
- Administrative expenses
- $1,860,662
- Total expenses
- $151,650,620
- Net increase / (decrease)
- $384,084,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $1,780,362 | $0 | 2023 |
| Ubs Insititutional Consulting Group | CONSULTANT | $50,000 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Inv Consulting, Inc | CONSULTANT | $30,300 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKER | $4,071 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wellstar Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Marietta, GA
- Transamerica Retirement Solutions — Schedule C compensation
- Ubs Insititutional Consulting Group — Schedule C compensation
- Aon Hewitt Inv Consulting, Inc — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation