2023 Form 5500 filing — St. Mary'S & Clearwater Valley Hospitals And Clinics 403(B) 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 20241015173152NAL0050692016001) for St. Mary'S & Clearwater Valley Hospitals And Clinics 403(B) Plan, reported by St. Marys Hospital And Clinics under EIN 82-0226453 and plan number 001. It reports 534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173152NAL0050692016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Marys Hospital And Clinics
- EIN
- 82-0226453
- Plan number
- 001
- Location
- Cottonwood, ID
- Participants
- 534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,657,931
- Total liabilities (EOY)
- $21,109
- Net assets (EOY)
- $18,636,822
- Employer contributions
- $884,614
- Participant contributions
- $2,016,959
- Total income / additions
- $5,828,338
- Benefits paid
- $3,228,114
- Administrative expenses
- $89,409
- Total expenses
- $3,317,523
- Net increase / (decrease)
- $2,510,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Randall & Hurley | NONE | $56,874 | $0 |
| Rbc Wealth Management | NONE | $48,151 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $8,080 | $0 |