2023 Form 5500 filing — Samaritan Health Services Tax Sheltered Annuity Pl
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 20241011173348NAL0022443761005) for Samaritan Health Services Tax Sheltered Annuity Pl, reported by Samaritan Health Services under EIN 93-0951989 and plan number 001. It reports 7,572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011173348NAL0022443761005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samaritan Health Services
- EIN
- 93-0951989
- Plan number
- 001
- Location
- Corvallis, OR
- Participants
- 7,572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $614,620,661
- Net assets (EOY)
- $614,620,661
- Employer contributions
- $9,451,725
- Participant contributions
- $42,827,348
- Total income / additions
- $158,971,863
- Benefits paid
- $54,054,436
- Administrative expenses
- $484,826
- Total expenses
- $54,539,262
- Net increase / (decrease)
- $104,432,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $484,336 | $0 |
| Rv Kuhns & Associates, Inc. | INVESTMENT MANAGEMENT | $0 | $47,192 |
| Kbf Cpas Llp | ACCOUNTANT | $0 | $18,500 |