Erlanger Health 401(A) Retirement Savings Plan — Form 5500 plan (Erlanger 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, Erlanger Health 401(A) Retirement Savings Plan is a benefit plan reported by Erlanger Health System under EIN 88-3616696 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,044 participants and $147,649,488 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Erlanger Health System
EIN
88-3616696
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
6,044
End-of-year plan assets
$147,649,488

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,044H, C20250930160901NAL0012507873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$147,649,488
Total liabilities (EOY)
$0
Net assets (EOY)
$147,649,488
Net assets (BOY)
$0

Income & contributions

Employer contributions
$16,845,726
Total contributions
$16,845,726
Total income / additions
$35,193,402

Expenses & distributions

Benefits paid
$8,139,960
Administrative expenses
$199,119
Total expenses
$8,339,079
Net increase / (decrease)
$26,854,323

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$151,993$02023

Related Form 5500 pages