Adventhealth Consolidated Erisa 401(A) Plan — Form 5500 plan (Adventhealth Benefits Administrative Committee)

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, Adventhealth Consolidated Erisa 401(A) Plan is a benefit plan reported by Adventhealth Benefits Administrative Committee under EIN 59-2170012 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $3,030,037 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adventhealth Benefits Administrative Committee
EIN
59-2170012
Plan number
001
Plan type
2
Location
Altamonte Springs, FL
Latest filing year
2023
Participants
288
End-of-year plan assets
$3,030,037

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20250530143857NAL0008183089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,030,037
Total liabilities (EOY)
$0
Net assets (EOY)
$3,030,037
Net assets (BOY)
$3,203,525

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$669,954

Expenses & distributions

Benefits paid
$841,709
Administrative expenses
$1,733
Total expenses
$843,442
Net increase / (decrease)
-$173,488

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023
Wealth Management Systems IncNONE$0$02023

Related Form 5500 pages