Ballad Health 401(A) 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(A) Plan is a benefit plan reported by Ballad Health under EIN 61-1771290 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,951 participants and $478,135,258 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ballad Health
EIN
61-1771290
Plan number
003
Plan type
2
Location
Johnson City, TN
Latest filing year
2023
Participants
8,951
End-of-year plan assets
$478,135,258

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,951H, C20250430163117NAL0003255728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$478,135,258
Total liabilities (EOY)
$0
Net assets (EOY)
$478,135,258
Net assets (BOY)
$463,186,741

Income & contributions

Total contributions
$50,770
Total income / additions
$55,169,084

Expenses & distributions

Benefits paid
$39,875,375
Administrative expenses
$235,401
Total expenses
$40,230,849
Net increase / (decrease)
$14,938,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationNONE$202,601$02023
Oppenheimer & Co., Inc.NONE$22,800not reported in the loaded dataset2023
PyapcNONE$10,000not reported in the loaded dataset2023

Related Form 5500 pages