Employers › Adventist Health System Sunbelt Healthcare

Adventist Health System Sunbelt Healthcare 401(k)

Health care and social assistance
Altamonte Springs, FL
EIN 59-2170012
2 plans with Schedule H financials
Plan year 2024
Adventist Health System Sunbelt Healthcare Corp
filed as Adventhealth Benefits Administrative Committee

Recordkeeping fees per participant · largest plan, Adventhealth Consolidated ERISA 401(a) Plan · plan year 2024

$28.11

Higher than 24% of the 1,697 plans $250M to 1B that report it.

Source

= $111,673 / 3,973
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251201141738NAL0022796562001, received 2025-12-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251201141738NAL0022796562001, received 2025-12-01

10th: $11.56median $49.9890th: $89.63

Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-12-01.

Largest plan, all six figures: Adventhealth Consolidated ERISA 401(a) Plan

Recordkeeping fees per participantheadline

$28.11

10th: $11.56median $49.9890th: $89.63

Higher than 24% of the 1,697 plans $250M to 1B that report it.

Source

Administrative expenses excluding investment management, per participant

$39.24

10th: $18.52median $67.2190th: $147.71

Higher than 22% of the 2,324 plans $250M to 1B that report it.

Source

= $155,911 / 3,973
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251201141738NAL0022796562001, received 2025-12-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251201141738NAL0022796562001, received 2025-12-01

Administrative expenses per participant

$39.81

10th: $27.95median $88.2590th: $203.68

Higher than 15% of the 2,405 plans $250M to 1B that report it.

Source

= $158,176 / 3,973
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251201141738NAL0022796562001, received 2025-12-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251201141738NAL0022796562001, received 2025-12-01

Administrative expenses as a share of assets

0.048%

10th: 0.018%median 0.073%90th: 0.183%

Higher than 31% of the 2,407 plans $250M to 1B that report it.

Source

= $158,176 / $332,419,145
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251201141738NAL0022796562001, received 2025-12-01
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251201141738NAL0022796562001, received 2025-12-01

Employer contributions per participant

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 3,973
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251201141738NAL0022796562001, received 2025-12-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251201141738NAL0022796562001, received 2025-12-01

Employer share of total contributions

not reported

Not reported on this filing.

Plan terms, as stated in Adventist Health System Sunbelt Healthcare Corp's SEC filings

Plan terms are not published in public filings.

Plans sponsored

Plan	Assets	Participants with a balance	Headline	Year
Adventhealth Consolidated ERISA 401(a) Plan	$332,419,145	3,973	$28.11 recordkeeping fees per participant	2024
Adventhealth Consolidated ERISA 403(b) Plan	$119,725,507	1,905	$31.54 recordkeeping fees per participant	2024

Alerts, claims and corrections

Sponsor name as filed: ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE; SEC registrant: ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP (CIK 1103139, matched by EIN).