2023 Form 5500 filing — St. Luke Community Hospital And Nursing Home 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 20241015175014NAL0029301617001) for St. Luke Community Hospital And Nursing Home 403(B) Plan, reported by St. Luke Community Hospital And Nursing Home under EIN 81-0221486 and plan number 001. It reports 653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175014NAL0029301617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Luke Community Hospital And Nursing Home
- EIN
- 81-0221486
- Plan number
- 001
- Location
- Ronan, MT
- Participants
- 653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,269,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,269,377
- Employer contributions
- $753,267
- Participant contributions
- $959,716
- Total income / additions
- $4,544,921
- Benefits paid
- $2,730,844
- Administrative expenses
- $51,124
- Total expenses
- $2,787,073
- Net increase / (decrease)
- $1,757,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | TRUST CUSTODIAN | $117,990 | $0 |
| Cetera Advisor Networks LLC | FINANCIAL ADVISOR | $0 | $62,995 |
| National Benefit Services, LLC | TPA | $21,744 | $5,679 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $0 | $21,961 |