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 403(B) Retirement Savings Plan is a benefit plan reported by Erlanger Health System under EIN 88-3616696 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,763 participants and $236,963,285 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $236,963,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $236,963,285
- Net assets (BOY)
- $0
Income & contributions
- Participant contributions
- $21,964,824
- Total contributions
- $37,680,679
- Total income / additions
- $69,839,385
Expenses & distributions
- Benefits paid
- $17,406,262
- Administrative expenses
- $172,606
- Total expenses
- $17,589,592
- Net increase / (decrease)
- $52,249,793