Plan5500

Orlando Health, Inc. Retirement Savings Plan 401a — Form 5500 plan (Orlando 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, Orlando Health, Inc. Retirement Savings Plan 401a is a benefit plan reported by Orlando Health, Inc. under EIN 59-1726273 and plan number 002. The latest loaded filing year is 2023. The filing reports 31,238 participants and $441,302,885 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orlando Health, Inc.
EIN
59-1726273
Plan number
002
Plan type
2
Location
Orlando, FL
Latest filing year
2023
Participants
31,238
End-of-year plan assets
$441,302,885

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202331,238H, C20240917132938NAL0002972881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$441,302,885
Total liabilities (EOY)
$19,781
Net assets (EOY)
$441,283,104
Net assets (BOY)
$418,353,355

Income & contributions

Total contributions
$0
Total income / additions
$67,356,441

Expenses & distributions

Benefits paid
$43,966,590
Administrative expenses
$466,803
Total expenses
$44,426,692
Net increase / (decrease)
$22,929,749

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$428,806$02023
Cap Financial Partners, LLCINV. ADVISORY$37,997not reported in the loaded dataset2023

Related Form 5500 pages