Plan5500

Wellmont Health System Defined Benefit Plan — Form 5500 plan (Wellmont Health System)

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, Wellmont Health System Defined Benefit Plan is a benefit plan reported by Wellmont Health System under EIN 62-1636465 and plan number 012. The latest loaded filing year is 2023. The filing reports 1,973 participants and $39,936,562 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wellmont Health System
EIN
62-1636465
Plan number
012
Plan type
2
Location
Kingsport, TN
Latest filing year
2023
Participants
1,973
End-of-year plan assets
$39,936,562

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,973H, C20250501155813NAL0003439937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,936,562
Net assets (EOY)
$39,936,562
Net assets (BOY)
$41,396,336

Income & contributions

Total income / additions
$2,055,125

Expenses & distributions

Benefits paid
$3,001,813
Administrative expenses
$513,086
Total expenses
$3,514,899
Net increase / (decrease)
-$1,459,774

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Truist BankNONE$81,809not reported in the loaded dataset2023

Related Form 5500 pages