My Plan Facts

Employers › Nebraska

Employer · plans filed under one EIN

Faith Regional Health Services

Norfolk, NE · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$166Mnet assets across plans
3,208participant records2,704 active
$3.8Memployer contributions, latest plan years$1,413 per active record
$207KSchedule C compensation to organisations$64.56 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Faith Regional Health Services's employer identification number (Norfolk, Nebraska). Their latest filings total 3,208 participant records and $166M in net assets.

The largest is Faith Regional Health Services Tax Deferred Annuity Plan, a 403(b) plan with 1,641 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $3.8M and participant contributions $7.2M in the latest plan years; benefits paid were $10.7M. Schedule C compensation reported to service provider organisations totalled $207K.

Combined net assets moved from $36.0M in 2009 to $166M in 2024 (up 360%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Faith Regional Health Services Tax Deferred Annuity Plan403(b) plan20241,641$104M$63,164—$130K
Faith Regional Health Services Employees Retirement Planmoney purchase plan20241,567$62.0M$39,559$2,858$77K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $36.0M2010: $43.7M2011: $45.2M2012: $51.8M2013: $64.5M2014: $70.8M2015: $70.1M2016: $77.7M2017: $91.2M2018: $90.4M2019: $110M2020: $123M2021: $143M2022: $123M2023: $142M2024: $166M$36.0M$166M20092012201620202024
Combined net assets
2009: 2,8102010: 2,7602011: 2,6742012: 2,5942013: 2,7182014: 2,8122015: 2,8102016: 2,9232017: 3,0302018: 3,1042019: 3,0562020: 2,9092021: 3,1912022: 3,2792023: 3,2172024: 3,2082,8103,2793,20820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202423,208$166M$3.8M$7.2M
202323,217$142M$3.7M$6.9M
202223,279$123M$3.5M$6.5M
202123,191$143M$3.3M$6.1M
202022,909$123M$3.2M$5.9M
201923,056$110M$3.0M$5.9M
201823,104$90.4M$2.8M$5.4M
201723,030$91.2M$2.5M$4.7M
201622,923$77.7M$2.4M$4.5M
201522,810$70.1M$2.4M$4.3M
201422,812$70.8M$2.1M$3.8M
201322,718$64.5M$2.0M$3.5M
201222,594$51.8M$1.9M$3.4M
201122,674$45.2M$1.9M$3.5M
201022,760$43.7M$2.0M$3.6M
200922,810$36.0M$1.9M$3.5M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Voya Institutional Plan ServicesOther services2$102,355
Cambridge Investment ResearchConsulting (general)2$78,557
Voya Retirement Advisors, LLCInvestment advisory (participants)2$25,580
American United Life Insurance Co.Recordkeeping and information management; Participant communication1$610

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Voya Institutional Plan Services$102K
Cambridge Investment Research$79K
Voya Retirement Advisors, LLC$26K
American United Life Insurance Co.$610

Questions and answers

How many retirement plans does Faith Regional Health Services have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Faith Regional Health Services Tax Deferred Annuity Plan and Faith Regional Health Services Employees Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Faith Regional Health Services contribute to its plans?

$3,820,625 in employer contributions across these plans in their latest plan years, about $1,413 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Voya Institutional Plan Services, Cambridge Investment Research, Voya Retirement Advisors, LLC and American United Life Insurance Co.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.