2023 Form 5500 filing — Spokane Methodist Homes, Inc. Employee 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 20250314184145NAL0022942113001) for Spokane Methodist Homes, Inc. Employee Retirement Savings Plan, reported by Spokane United Methodist Homes, Inc under EIN 91-0715658 and plan number 002. It reports 832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314184145NAL0022942113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spokane United Methodist Homes, Inc
- EIN
- 91-0715658
- Plan number
- 002
- Location
- Spokane, WA
- Participants
- 832
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,934,020
- Total liabilities (EOY)
- $8,157
- Net assets (EOY)
- $12,925,863
- Employer contributions
- $343,895
- Participant contributions
- $1,257,282
- Total income / additions
- $3,538,946
- Benefits paid
- $1,625,046
- Administrative expenses
- $49,048
- Total expenses
- $1,674,094
- Net increase / (decrease)
- $1,864,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $49,048 | $0 |
| American Funds | NONE | $0 | $0 |
| Met West Funds | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Victory Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Lord Abbett | NONE | $0 | $0 |
| Cohen & Steers | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Allspring Global Investment | NONE | $0 | $0 |