Asante 403b Plan — Form 5500 plan (Asante)
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, Asante 403b Plan is a benefit plan reported by Asante under EIN 93-0223960 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,487 participants and $683,735,006 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asante
- EIN
- 93-0223960
- Plan number
- 002
- Plan type
- 2
- Location
- Medford, OR
- Latest filing year
- 2023
- Participants
- 7,487
- End-of-year plan assets
- $683,735,006
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,487 | H, C | 20241015140110NAL0016563331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $683,735,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $683,735,006
- Net assets (BOY)
- $562,756,788
Income & contributions
- Employer contributions
- $24,214,517
- Participant contributions
- $39,782,452
- Total contributions
- $67,297,618
- Total income / additions
- $170,224,513
Expenses & distributions
- Benefits paid
- $48,266,056
- Administrative expenses
- $774,016
- Total expenses
- $49,246,295
- Net increase / (decrease)
- $120,978,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $542,796 | $0 | 2023 |
| Strategic Advisors | INVESTMENT ADVISOR | $157,115 | not reported in the loaded dataset | 2023 |
| Advisory Services & Investments | CONSULTING | $75,000 | not reported in the loaded dataset | 2023 |
| Invesco Advisers, Inc. | CONTRACT ADMINISTRATOR | $270 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins And Annuity Co | CONTRACT ADMINISTRATOR | $210 | not reported in the loaded dataset | 2023 |
| The Variable Annuity Life Ins Co | CONTRACT ADMINISTRATOR | $125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asante
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Medford, OR
- Fid Inv Inst Ops Co — Schedule C compensation
- Strategic Advisors — Schedule C compensation
- Advisory Services & Investments — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- The Variable Annuity Life Ins Co — Schedule C compensation