2023 Form 5500 filing — Columbia Valley Community Health 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 20241015101537NAL0047324128001) for Columbia Valley Community Health Retirement Plan, reported by Columbia Valley Community Health under EIN 23-7297657 and plan number 002. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101537NAL0047324128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Valley Community Health
- EIN
- 23-7297657
- Plan number
- 002
- Location
- Wenatchee, WA
- Participants
- 600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,421,658
- Total liabilities (EOY)
- $12,684
- Net assets (EOY)
- $29,408,974
- Employer contributions
- $1,222,476
- Participant contributions
- $2,111,584
- Total income / additions
- $7,950,285
- Benefits paid
- $3,529,265
- Administrative expenses
- $127,914
- Total expenses
- $3,657,179
- Net increase / (decrease)
- $4,293,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $118,312 | $0 |
| Blackburn Financial | FINANCIAL ADVISORY | $52,862 | $0 |
| Hunnex And Shoemaker, Inc. | SERVICE PROVIDER | $20,392 | $0 |
| 401k Safe | SERVICE PROVIDER | $5,068 | $0 |