2023 Form 5500 filing — St. Peter'S Hospital 403(B) Tax Deferred 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 20241014131119NAL0013328195001) for St. Peter'S Hospital 403(B) Tax Deferred Savings Plan, reported by St. Peters Health under EIN 81-0233121 and plan number 002. It reports 2,540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131119NAL0013328195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Peters Health
- EIN
- 81-0233121
- Plan number
- 002
- Location
- Helena, MT
- Participants
- 2,540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,742,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,742,755
- Employer contributions
- $5,202,397
- Participant contributions
- $8,728,216
- Total income / additions
- $32,072,520
- Benefits paid
- $7,929,598
- Administrative expenses
- $279,825
- Total expenses
- $8,209,582
- Net increase / (decrease)
- $23,862,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $279,825 | $0 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 |