2023 Form 5500 filing — St. Peter'S Health Cashplus 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 20241014125422NAL0026195137001) for St. Peter'S Health Cashplus Retirement Plan, reported by St. Peters Health under EIN 81-0233121 and plan number 001. It reports 589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125422NAL0026195137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Peters Health
- EIN
- 81-0233121
- Plan number
- 001
- Location
- Helena, MT
- Participants
- 589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,808,753
- Total liabilities (EOY)
- $26,585
- Net assets (EOY)
- $56,782,168
- Employer contributions
- $3,661,012
- Total income / additions
- $11,164,692
- Benefits paid
- $3,669,264
- Administrative expenses
- $107,691
- Total expenses
- $3,776,955
- Net increase / (decrease)
- $7,387,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | TRUSTEE | $107,038 | not reported in the loaded dataset |