2023 Form 5500 filing — Northern Arizona Healthcare Corporation 401(K) 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 20241009141644NAL0033001104002) for Northern Arizona Healthcare Corporation 401(K) Plan, reported by Northern Arizona Healthcare Corp. under EIN 74-2410946 and plan number 002. It reports 4,875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141644NAL0033001104002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Arizona Healthcare Corp.
- EIN
- 74-2410946
- Plan number
- 002
- Location
- Flagstaff, AZ
- Participants
- 4,875
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $362,616,854
- Net assets (EOY)
- $362,616,854
- Employer contributions
- $14,466,229
- Participant contributions
- $22,529,658
- Total income / additions
- $94,353,653
- Benefits paid
- $29,842,325
- Administrative expenses
- $477,320
- Total expenses
- $30,345,552
- Net increase / (decrease)
- $64,008,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $393,875 | $0 |
| Wt Wealth Management LLC | ADVISOR | $36,723 | not reported in the loaded dataset |
| Tci Wealth Advisors Inc | ADVISOR | $24,060 | not reported in the loaded dataset |
| Vora Wealth Management Pllc | ADVISOR | $11,010 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc | RECORD KEEPER | $5,914 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |