2023 Form 5500 filing — Holy Cross Hospital Retirement 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 20241014160954NAL0015266275007) for Holy Cross Hospital Retirement Savings Plan, reported by Taos Health Systems, Incorporated under EIN 85-0289839 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160954NAL0015266275007
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taos Health Systems, Incorporated
- EIN
- 85-0289839
- Plan number
- 001
- Location
- Taos, NM
- Participants
- 867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,063,632
- Net assets (EOY)
- $24,063,632
- Employer contributions
- $567,174
- Participant contributions
- $1,362,935
- Total income / additions
- $4,478,279
- Benefits paid
- $2,626,911
- Administrative expenses
- $112,906
- Total expenses
- $2,744,768
- Net increase / (decrease)
- $1,733,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co. | NONE | $112,906 | $0 |