2023 Form 5500 filing — Community Hospital 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 20241010180934NAL0010329139001) for Community Hospital 403(B) Plan, reported by Colorado West Healthcare System Dba Community Hospital under EIN 84-0469270 and plan number 004. It reports 1,468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010180934NAL0010329139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colorado West Healthcare System Dba Community Hospital
- EIN
- 84-0469270
- Plan number
- 004
- Location
- Grand Junction, CO
- Participants
- 1,468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,889,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,889,849
- Employer contributions
- $2,546,333
- Participant contributions
- $5,782,872
- Total income / additions
- $19,385,580
- Benefits paid
- $6,420,799
- Administrative expenses
- $156,877
- Total expenses
- $6,585,071
- Net increase / (decrease)
- $12,800,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $156,876 | $0 |
| Eagle Strategies, LLC | INVESTMENT ADVISORY | $0 | $54,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |