2023 Form 5500 filing — Peacehealth Southwest Medical Center Retirement Savings 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 20240909174209NAL0005810689001) for Peacehealth Southwest Medical Center Retirement Savings Plan, reported by Peacehealth under EIN 91-0939479 and plan number 002. It reports 4,881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909174209NAL0005810689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peacehealth
- EIN
- 91-0939479
- Plan number
- 002
- Location
- Vancouver, WA
- Participants
- 4,881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $307,236,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $307,236,617
- Participant contributions
- $22,993,343
- Total income / additions
- $72,686,438
- Benefits paid
- $25,149,052
- Administrative expenses
- $72,369
- Total expenses
- $25,349,101
- Net increase / (decrease)
- $47,337,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Instl Ops Co | RECORDKEEPER / ADMIN | $32,892 | $0 |
| Strategic Advisors | INV ADV | $25,715 | not reported in the loaded dataset |
| Sageview Advisory Group | INVESTMENT CONSULTANT | $5,444 | not reported in the loaded dataset |