Ardent Health Services Retirement Savings Plan — Form 5500 plan (Ahs Management Company, 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, Ardent Health Services Retirement Savings Plan is a benefit plan reported by Ahs Management Company, Inc. under EIN 62-1743438 and plan number 001. The latest loaded filing year is 2023. The filing reports 26,165 participants and $1,381,887,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ahs Management Company, Inc.
- EIN
- 62-1743438
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 26,165
- End-of-year plan assets
- $1,381,887,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,165 | H, C | 20240807160158NAL0008300290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,381,887,192
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $1,381,887,186
- Net assets (BOY)
- $1,158,052,910
Income & contributions
- Employer contributions
- $43,872,140
- Participant contributions
- $96,560,511
- Total contributions
- $157,361,398
- Total income / additions
- $365,862,122
Expenses & distributions
- Benefits paid
- $139,884,747
- Administrative expenses
- $1,395,181
- Total expenses
- $142,027,846
- Net increase / (decrease)
- $223,834,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $730,730 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $568,264 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | CONSULTANT | $100,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ahs Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation