Honor Health 403(B) Retirement Security Plan — Form 5500 plan (Honorhealth)

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, Honor Health 403(B) Retirement Security Plan is a benefit plan reported by Honorhealth under EIN 86-0181654 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,760 participants and $1,023,668,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Honorhealth
EIN
86-0181654
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
17,760
End-of-year plan assets
$1,023,668,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317,760H, C20250516193135NAL0020607185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,023,668,486
Total liabilities (EOY)
$0
Net assets (EOY)
$1,023,668,486
Net assets (BOY)
$872,849,758

Income & contributions

Employer contributions
$34,917,586
Participant contributions
$64,782,010
Total contributions
$106,524,090
Total income / additions
$244,270,753

Expenses & distributions

Benefits paid
$92,325,864
Administrative expenses
$241,696
Total expenses
$93,452,025
Net increase / (decrease)
$150,818,728

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$358,029$02023

Related Form 5500 pages