2023 Form 5500 filing — Good Shepherd Health Care System 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 20241014110444NAL0014810435001) for Good Shepherd Health Care System Tax Sheltered Retirement Plan, reported by Good Shepherd Health Care System under EIN 93-0425580 and plan number 001. It reports 1,116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110444NAL0014810435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Good Shepherd Health Care System
- EIN
- 93-0425580
- Plan number
- 001
- Location
- Hermiston, OR
- Participants
- 1,116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,798,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,798,971
- Employer contributions
- $3,321,395
- Participant contributions
- $4,644,556
- Total income / additions
- $16,928,342
- Benefits paid
- $5,092,205
- Administrative expenses
- $193,811
- Total expenses
- $5,286,369
- Net increase / (decrease)
- $11,641,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $146,655 | $0 |
| Multnomah Group, Inc. | CONSULTANT | $39,513 | $0 |
| Kansas City Life Insurance Company | CONTRACT ADMINISTRATOR | $7,174 | not reported in the loaded dataset |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $0 | $217 |