East Tennessee Children'S Hospital 403(B) Retirement Program — Form 5500 plan (East Tennessee Children'S Hospital Association, 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, East Tennessee Children'S Hospital 403(B) Retirement Program is a benefit plan reported by East Tennessee Children'S Hospital Association, Inc. under EIN 62-6002604 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,506 participants and $93,542,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- East Tennessee Children'S Hospital Association, Inc.
- EIN
- 62-6002604
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 2,506
- End-of-year plan assets
- $93,542,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,506 | H, C | 20241011145308NAL0039090704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,542,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,542,012
- Net assets (BOY)
- $80,113,741
Income & contributions
- Employer contributions
- $2,886,593
- Participant contributions
- $8,194,546
- Total contributions
- $12,347,833
- Total income / additions
- $23,191,739
Expenses & distributions
- Benefits paid
- $9,525,280
- Administrative expenses
- $200,489
- Total expenses
- $9,763,468
- Net increase / (decrease)
- $13,428,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group | NONE | $116,214 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | NONE | $77,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $6,476 | $0 | 2023 |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for East Tennessee Children'S Hospital Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Empower Advisory Group — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants — Schedule C compensation