Plan5500

Saint Francis Health System, Inc. 403(B) Savings P — Form 5500 plan (Saint Francis Health System 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, Saint Francis Health System, Inc. 403(B) Savings P is a benefit plan reported by Saint Francis Health System Inc under EIN 73-1501972 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,164 participants and $351,797,420 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Saint Francis Health System Inc
EIN
73-1501972
Plan number
003
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
1,164
End-of-year plan assets
$351,797,420

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,164H, C20240809110046NAL0003417283002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$351,797,420
Net assets (EOY)
$351,797,420
Net assets (BOY)
$298,844,539

Income & contributions

Employer contributions
$10,838,498
Participant contributions
$15,366,466
Total contributions
$27,083,330
Total income / additions
$81,512,154

Expenses & distributions

Benefits paid
$28,426,639
Administrative expenses
$121,733
Total expenses
$28,561,073
Net increase / (decrease)
$52,951,081

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst. Ops. Co.RECORDKEEPER$83,435$02023
Eide Bailly LlpACCOUNTANT/AUDITOR$19,250not reported in the loaded dataset2023
Andco Consulting L.L.C.INVESTMENT ADVISOR$19,048not reported in the loaded dataset2023

Related Form 5500 pages