2023 Form 5500 filing — North Country Health System, Inc. Contributory Tax Sheltered Retirement 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 20241004094200NAL0005595219002) for North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan, reported by North Country Health System, Inc. under EIN 03-0185556 and plan number 001. It reports 939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004094200NAL0005595219002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Country Health System, Inc.
- EIN
- 03-0185556
- Plan number
- 001
- Location
- Newport, VT
- Participants
- 939
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,170,227
- Net assets (EOY)
- $67,170,227
- Employer contributions
- $1,866,002
- Participant contributions
- $2,875,184
- Total income / additions
- $15,293,770
- Benefits paid
- $5,211,257
- Administrative expenses
- $119,930
- Total expenses
- $5,331,187
- Net increase / (decrease)
- $9,962,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $63,280 | $0 |
| Capfinancial Partners, LLC | BROKER | $56,650 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |