2023 Form 5500 filing — 403(B) Thrift Plan Of Yakima Neighborhood Health Services
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 20250414185918NAL0002174785001) for 403(B) Thrift Plan Of Yakima Neighborhood Health Services, reported by Yakima Neighborhood Health Services under EIN 91-0928817 and plan number 001. It reports 450 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414185918NAL0002174785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yakima Neighborhood Health Services
- EIN
- 91-0928817
- Plan number
- 001
- Location
- Yakima, WA
- Participants
- 450
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,716,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,716,955
- Employer contributions
- $702,592
- Participant contributions
- $1,241,033
- Total income / additions
- $3,719,723
- Benefits paid
- $1,529,674
- Administrative expenses
- $34,570
- Total expenses
- $1,564,244
- Net increase / (decrease)
- $2,155,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth | NONE | $31,504 | not reported in the loaded dataset |
| American United Life Insurance | NONE | $7,070 | $10,287 |