2023 Form 5500 filing — Peninsula Community Health Services 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731150134NAL0047180546001) for Peninsula Community Health Services 403(B) Plan, reported by Peninsula Community Health Services under EIN 94-3079770 and plan number 002. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731150134NAL0047180546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peninsula Community Health Services
- EIN
- 94-3079770
- Plan number
- 002
- Location
- Bremerton, WA
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,217,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,217,250
- Participant contributions
- $1,349,781
- Total income / additions
- $2,901,605
- Benefits paid
- $619,852
- Administrative expenses
- $50,174
- Total expenses
- $674,892
- Net increase / (decrease)
- $2,226,713
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $47,874 | $0 |
| Intergrated Wealth Concepts LLC | INVESTMENT ADVISOR | $21,515 | $0 |