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ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 401k Plan overview

Plan NameADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN
Plan identification number 008

ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

ADENA HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:ADENA HEALTH SYSTEM
Employer identification number (EIN):314379443
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082023-01-01JAMES MCMANUS2024-08-20
0082022-01-01JAMES MCMANUS2023-10-16
0082021-01-01JAMES MCMANUS2022-10-11
0082021-01-01JAMES MCMANUS2022-10-11
0082020-01-01LISA CARLSON2021-10-15
0082019-01-01LISA CARLSON2020-04-17
0082018-01-01LISA CARLSON2019-03-15
0082017-01-01LISA CARLSON2018-08-27
0082016-01-01LISA CARLSON2017-10-16
0082015-01-01ROBERT M. ROSENBERGER2016-10-06
0082013-01-01TRACY CUNNINGHAM2014-09-29
0082012-01-01TRACY CUNNINGHAM2013-09-30

Plan Statistics for ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN

401k plan membership statisitcs for ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN

Measure Date Value
2025: ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2320
Total number of particpants at end of year2025-09-2317
Number of Participants With Account Balances2025-09-2317
2024: ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-2018
Total number of particpants at end of year2024-08-2020
Number of Participants With Account Balances2024-08-2020
2022: ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1118
Total number of particpants at end of year2022-10-1119
Number of Participants With Account Balances2022-10-1119

Financial Data on ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN

Measure Date Value
2025 : ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-23667986
Net assets as of the end of the plan year2025-09-231623557
Total assets as of the beginning of the plan year2025-09-231869516
Value of plan covered by a fidelity bond2025-09-231000000
Participant contributions to plan in this plan year2025-09-23227963
Other income to plan in this plan year2025-09-23194064
Plan net income in this plan year2025-09-23-245959
Net assets as of the end of the plan year2025-09-231623557
Net assets as of the beginning of the plan year2025-09-231869516
Fees paid to broker by Benefit Provider2025-09-232779
2024 : ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-20374565
Net assets as of the end of the plan year2024-08-201869516
Total assets as of the beginning of the plan year2024-08-201632852
Value of plan covered by a fidelity bond2024-08-201000000
Participant contributions to plan in this plan year2024-08-20373286
Other income to plan in this plan year2024-08-20237943
Plan net income in this plan year2024-08-20236664
Net assets as of the end of the plan year2024-08-201869516
Net assets as of the beginning of the plan year2024-08-201632852
Fees paid to broker by Benefit Provider2024-08-206097
2022 : ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2022 401k financial data
Net assets as of the end of the plan year2022-10-111766297
Total assets as of the beginning of the plan year2022-10-111244962
Value of plan covered by a fidelity bond2022-10-111000000
Participant contributions to plan in this plan year2022-10-11318156
Other income to plan in this plan year2022-10-11203179
Plan net income in this plan year2022-10-11521335
Net assets as of the end of the plan year2022-10-111766297
Net assets as of the beginning of the plan year2022-10-111244962
Fees paid to broker by Benefit Provider2022-10-1110661

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