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 403(B) Retirement Savings Plan is a benefit plan reported by Norton Healthcare, Inc. under EIN 61-1028725 and plan number 002. The latest loaded filing year is 2023. The filing reports 23,523 participants and $1,901,752,524 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,901,752,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,901,752,524
- Net assets (BOY)
- $1,451,656,853
Income & contributions
- Employer contributions
- $71,185,866
- Participant contributions
- $131,284,355
- Total contributions
- $289,348,022
- Total income / additions
- $570,020,069
Expenses & distributions
- Benefits paid
- $118,353,924
- Administrative expenses
- $1,439,497
- Total expenses
- $119,924,398
- Net increase / (decrease)
- $450,095,671