2023 Form 5500 filing — Mt. Graham Regional Medical Center, Inc.403(B) 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 20241009165620NAL0018786769001) for Mt. Graham Regional Medical Center, Inc.403(B) Savings Plan, reported by Mt Graham Regional Medical Center Inc. under EIN 23-7094247 and plan number 001. It reports 667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009165620NAL0018786769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mt Graham Regional Medical Center Inc.
- EIN
- 23-7094247
- Plan number
- 001
- Location
- Safford, AZ
- Participants
- 667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,280,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,280,070
- Employer contributions
- $1,064,339
- Participant contributions
- $1,809,701
- Total income / additions
- $6,520,454
- Benefits paid
- $1,615,663
- Administrative expenses
- $63,556
- Total expenses
- $1,679,219
- Net increase / (decrease)
- $4,841,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,555 | $0 |
| Cetera Advisor Networks LLC | OTHER SERVICES | $0 | $46,204 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |