Ballad Health 401(K) Plan — Form 5500 plan (Ballad Health)

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, Ballad Health 401(K) Plan is a benefit plan reported by Ballad Health under EIN 61-1771290 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,189 participants and $113,861,821 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ballad Health
EIN
61-1771290
Plan number
002
Plan type
2
Location
Johnson City, TN
Latest filing year
2023
Participants
2,189
End-of-year plan assets
$113,861,821

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,189H, C20250501065007NAL0004443856001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,861,821
Total liabilities (EOY)
$0
Net assets (EOY)
$113,861,821
Net assets (BOY)
$103,344,550

Income & contributions

Employer contributions
$2,883,488
Participant contributions
$4,579,012
Total contributions
$8,230,411
Total income / additions
$22,038,763

Expenses & distributions

Benefits paid
$11,431,295
Administrative expenses
$60,253
Total expenses
$11,521,492
Net increase / (decrease)
$10,517,271

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationNONE$52,383$02023

Related Form 5500 pages