Norton Healthcare, Inc. Retirement Plan — Form 5500 plan (Norton Healthcare, 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, Norton Healthcare, Inc. Retirement Plan is a benefit plan reported by Norton Healthcare, Inc. under EIN 61-1028725 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,944 participants and $170,831,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norton Healthcare, Inc.
- EIN
- 61-1028725
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 4,944
- End-of-year plan assets
- $170,831,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,944 | H, C | 20241011160925NAL0022292017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,831,345
- Total liabilities (EOY)
- $931,941
- Net assets (EOY)
- $169,899,404
- Net assets (BOY)
- $161,777,996
Income & contributions
- Total contributions
- $0
- Total income / additions
- $20,115,851
Expenses & distributions
- Benefits paid
- $10,371,297
- Administrative expenses
- $1,623,146
- Total expenses
- $11,994,443
- Net increase / (decrease)
- $8,121,408
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $665,003 | $0 | 2023 |
| Income Research-M | INVESTMENT ADVISORY | $243,366 | not reported in the loaded dataset | 2023 |
| Fiduciary Advisors LLC | INVESTMENT ADVISORY | $103,574 | not reported in the loaded dataset | 2023 |
| Bny Mellon | CONTRACT ADMINISTRATOR | $83,407 | not reported in the loaded dataset | 2023 |
| Norton Healthcare Inc. | ACCOUNTANT | $32,500 | not reported in the loaded dataset | 2023 |
| Creative Planning | CONTRACT ADMINISTRATOR | $18,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norton Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Principal Life Insurance Company — Schedule C compensation
- Income Research-M — Schedule C compensation
- Fiduciary Advisors LLC — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Norton Healthcare Inc. — Schedule C compensation
- Creative Planning — Schedule C compensation